머크 앤 컴퍼니(Merck & Co., Inc.)
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLumbard & Kellner, LLC
Latest Disclosed Ownership4,671 shares
Latest Disclosed Value $ 561,875
Lumbard & Kellner, LLC ownership in MRK / Merck & Co., Inc.

On May 15, 2026 - Lumbard & Kellner, LLC filed a 13F-HR form disclosing ownership of 4,671 shares of Merck & Co., Inc. (MX:MRK) valued at $561,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 4,671 shares of Merck & Co., Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 562 14.26 0.1947
2026-02-03 2025-12-31 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 492 25.26 0.1722
2025-11-12 2025-09-30 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 392 6.23 0.1442
2025-08-13 2025-06-30 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 370 -11.93 0.1612
2025-04-21 2025-03-31 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 419 -9.70 0.1849
2025-02-14 2024-12-31 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 465 -12.45 0.1997
2024-11-12 2024-09-30 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 530 -8.30 0.2337
2024-08-09 2024-06-30 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 578 -6.17 0.2731
2024-05-16 2024-03-31 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 616 21.02 0.2999
2024-02-12 2023-12-31 13F MERCK & CO INC COM Stock 58933Y105 4,671 0 0.00 509 6.04 0.2947
2023-11-14 2023-09-30 13F MERCK COMMON STOCK 58933Y105 4,671 -731 -13.53 481 -17.53 0.3190
2023-08-04 2023-06-30 13F MERCK & CO INC COM Stock 58933Y105 5,402 0 0.00 582 -5.52 0.3248
2023-06-06 2023-03-31 13F MERCK & CO INC COM Stock 58933Y105 5,402 79 1.48 617 4.41 0.3102
2023-02-14 2022-12-31 13F MERCK & CO INC COM Stock 58933Y105 5,323 -863 -13.95 591 10.69 0.2892
2022-11-14 2022-09-30 13F MERCK COMMON STOCK 58933Y105 6,186 0 0.00 533 -5.33 0.2746
2022-08-15 2022-06-30 13F MERCK COMMON STOCK 58933Y105 6,186 -240 -3.73 563 7.03 0.2873
2022-05-13 2022-03-31 13F MERCK & CO INC COM Stock 58933Y105 6,426 0 0.00 526 1.15 0.2054
2022-02-18 2021-12-31 13F MERCK COMMON STOCK 58933Y105 6,426 0 0.00 520 7.66 0.1961
2021-11-18 2021-09-30 13F MERCK & CO INC COM Stock 58933Y105 6,426 0 0.00 483 -3.40 0.1895
2021-08-26 2021-06-30 13F MERCK & CO INC COM Stock 58933Y105 6,426 731 12.84 500 17.92 0.1936
2021-05-17 2021-03-31 13F MERCK COMMON STOCK 58933Y105 5,695 -669 -10.51 424 -14.17 0.1491
2021-02-11 2020-12-31 13F MERCK COMMON STOCK 58933Y105 6,364 304 5.02 494 8.33 0.1945
2020-11-13 2020-09-30 13F MERCK COMMON STOCK 58933Y105 6,060 0 0.00 456 -2.77 0.2252
2020-08-28 2020-06-30 13F MERCK COMMON STOCK 58933Y105 6,060 0 0.00 469 0.64 0.2695
2020-05-13 2020-03-31 13F MERCK COMMON STOCK 58933Y105 6,060 0 0.00 466 -15.43 0.3126
2020-02-21 2019-12-31 13F MERCK COMMON STOCK 58933Y105 6,060 -60 -0.98 551 6.99 0.2846
2019-11-21 2019-09-30 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 515 0.39 0.2822
2019-08-06 2019-06-30 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 513 0.79 0.2759
2019-05-28 2019-03-31 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 509 8.76 0.2835
2019-02-08 2018-12-31 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 468 7.83 0.2836
2018-11-14 2018-09-30 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 434 16.98 0.2266
2018-08-14 2018-06-30 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 371 11.41 0.2171
2018-05-02 2018-03-31 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 333 -3.20 0.1907
2018-02-13 2017-12-31 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 344 -12.24 0.1767
2017-11-15 2017-09-30 13F MERCK COMMON STOCK 58933Y105 6,120 0 0.00 392 0.00 0.2136
2017-08-10 2017-06-30 13F MERCK COMMON STOCK 58933Y105 6,120 -245 -3.85 392 -2.97 0.2242
2017-05-15 2017-03-31 13F MERCK COMMON STOCK 58933Y105 6,365 485 8.25 404 16.76 0.2389
2017-02-16 2016-12-31 13F MERCK COMMON STOCK 58933Y105 5,880 0 0.00 346 -5.72 0.2251
2016-11-02 2016-09-30 13F MERCK COMMON STOCK 58933Y105 5,880 0 0.00 367 8.26 0.2521
2016-08-16 2016-06-30 13F MERCK COMMON STOCK 58933Y105 5,880 0 0.00 339 9.00 0.2494
2016-05-12 2016-03-31 13F MERCK AND COMMON STOCK 58933Y105 5,880 -6,780 -53.55 311 -53.51 0.2280
2016-02-12 2015-12-31 13F MERCK AND COMMON STOCK 58933Y105 12,660 1,150 9.99 669 17.78 0.4925
2015-11-06 2015-09-30 13F MERCK AND COMMON STOCK 58933Y105 11,510 -300 -2.54 568 -15.48 0.4513
2015-08-14 2015-06-30 13F MERCK AND COMMON STOCK 58933Y105 11,810 0 0.00 672 -1.03 0.4800
2015-05-14 2015-03-31 13F MERCK AND COMMON STOCK 58933Y105 11,810 0 0.00 679 1.19 0.4886
2015-02-13 2014-12-31 13F MERCK AND COMMON STOCK 58933Y105 11,810 0 0.00 671 -4.14 0.4745
2014-11-14 2014-09-30 13F MERCK AND COMMON STOCK 58933Y105 11,810 0 0.00 700 2.34 0.4952
2014-08-14 2014-06-30 13F MERCK AND COMMON STOCK 58933Y105 11,810 230 1.99 684 17.93 0.4880
2014-05-14 2014-03-31 13F MERCK AND COMMON STOCK 58933Y105 11,580 0 0.00 580 0.00 0.4971
2014-03-14 2013-12-31 13F MERCK AND COMMON STOCK 58933Y105 11,580 11,580 580 0.4971
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.