머크 앤 컴퍼니(Merck & Co., Inc.)
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership77,619 shares
Latest Disclosed Value $ 9,336,805
Mutual Advisors, LLC reports 1.56% decrease in ownership of MRK / Merck & Co., Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 77,619 shares of Merck & Co., Inc. (MX:MRK) valued at $9,336,805 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 78,853 shares of Merck & Co., Inc.. This represents a change in shares of -1.56% 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)
2026-05-01 2026-03-31 13F MERCK COM 58933Y105 77,619 -1,234 -1.56 9,337 12.48 0.1998
2026-02-02 2025-12-31 13F MERCK COM 58933Y105 78,853 887 1.14 8,300 22.11 0.1779
2025-11-04 2025-09-30 13F MERCK COM 58933Y105 77,966 -4,538 -5.50 6,797 -2.73 0.1497
2025-07-28 2025-06-30 13F MERCK COM 58933Y105 82,504 -2,533 -2.98 6,989 -0.67 0.1745
2025-04-28 2025-03-31 13F MERCK COM 58933Y105 85,037 -310 -0.36 7,036 -18.14 0.2014
2025-01-17 2024-12-31 13F MERCK COM 58933Y105 85,347 -1,476 -1.70 8,594 -6.51 0.2488
2024-10-25 2024-09-30 13F MERCK COM 58933Y105 86,823 -1,745 -1.97 9,193 -18.78 0.2687
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 88,568 422 0.48 11,317 -2.69 0.3416
2024-05-02 2024-03-31 13F MERCK COM 58933Y105 88,146 2,857 3.35 11,631 25.08 0.3730
2024-01-12 2023-12-31 13F MERCK COM 58933Y105 85,289 -505 -0.59 9,298 5.28 0.3235
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 85,794 -964 -1.11 8,832 -11.77 0.3445
2023-07-31 2023-06-30 13F MERCK COM 58933Y105 86,758 1,977 2.33 10,011 10.99 0.3799
2023-04-11 2023-03-31 13F MERCK COM 58933Y105 84,781 -238 -0.28 9,020 -4.38 0.3701
2023-01-12 2022-12-31 13F MERCK COM 58933Y105 85,019 -385 -0.45 9,433 28.24 0.4220
2022-11-03 2022-09-30 13F MERCK COM 58933Y105 85,404 8,472 11.01 7,355 4.86 0.3784
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 76,932 -564 -0.73 7,014 10.30 0.4644
2022-05-09 2022-03-31 13F MERCK COM 58933Y105 77,496 49 0.06 6,359 7.13 0.3559
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 77,447 5,566 7.74 5,936 9.95 0.3141
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 71,881 6,263 9.54 5,399 5.80 0.3195
2021-08-12 2021-06-30 13F MERCK COM 58933Y105 65,618 4,314 7.04 5,103 7.98 0.3026
2021-05-13 2021-03-31 13F MERCK & CO. COM 58933Y105 61,304 3,112 5.35 4,726 -0.71 0.3233
2021-02-11 2020-12-31 13F MERCK & CO. COM 58933Y105 58,192 2,483 4.46 4,760 3.01 0.3536
2020-11-13 2020-09-30 13F MERCK & CO. COM 58933Y105 55,709 8,820 18.81 4,621 27.44 0.4007
2020-08-05 2020-06-30 13F MERCK & CO. COM 58933Y105 46,889 9,991 27.08 3,626 27.72 0.3563
2020-05-13 2020-03-31 13F MERCK & CO. COM 58933Y105 36,898 -2,154 -5.52 2,839 -20.07 0.3851
2020-02-11 2019-12-31 13F MERCK COM 58933Y105 39,052 1,230 3.25 3,552 11.56 0.3778
2019-11-01 2019-09-30 13F MERCK COM 58933Y105 37,822 -5,746 -13.19 3,184 -12.84 0.4206
2019-08-15 2019-06-30 13F MERCK COM 58933Y105 43,568 8,262 23.40 3,653 24.42 0.4746
2019-05-15 2019-03-31 13F MERCK COM 58933Y105 35,306 -442 -1.24 2,936 7.47 0.4347
2019-02-15 2018-12-31 13F MERCK COM 58933Y105 35,748 171 0.48 2,732 8.24 0.5383
2018-11-15 2018-09-30 13F MERCK COM 58933Y105 35,577 995 2.88 2,524 20.25 0.3832
2018-08-15 2018-06-30 13F MERCK COM 58933Y105 34,582 3,414 10.95 2,099 23.62 0.4786
2018-05-11 2018-03-31 13F MERCK COM 58933Y105 31,168 2,636 9.24 1,698 5.79 0.4303
2018-02-12 2017-12-31 13F MERCK COM 58933Y105 28,532 28,532 1,605 0.6061
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.