머크 앤 컴퍼니(Merck & Co., Inc.)
US ˙ NYSE ˙ US58933Y1055

SecurityMRK / Merck & Co., Inc.
InstitutionLee Financial Co
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Lee Financial Co closes position in MRK / Merck & Co., Inc.

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 0 shares of Merck & Co., Inc. (US:MRK) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 10,636 shares of Merck & Co., Inc.. The current value of the position is $0 USD.

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)
2026-04-13 2026-03-31 13F MERCK COM 58933Y105 0 -100.00 0
2026-01-22 2025-12-31 13F MERCK COM 58933Y105 10,636 -2,586 -19.56 1,122 0.81 0.1513
2025-11-04 2025-09-30 13F MERCK COM 58933Y105 13,222 603 4.78 1,113 11.09 0.1395
2025-07-24 2025-06-30 13F MERCK COM 58933Y105 12,619 889 7.58 1,001 -5.12 0.1436
2025-05-13 2025-03-31 13F MERCK COM 58933Y105 11,730 -583 -4.73 1,055 -14.02 0.1612
2025-01-30 2024-12-31 13F MERCK COM 58933Y105 12,313 -123 -0.99 1,228 -13.22 0.1724
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 12,436 1,382 12.50 1,415 3.21 0.2009
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 11,054 -3,095 -21.87 1,371 -26.70 0.2234
2024-05-15 2024-03-31 13F MERCK COM 58933Y105 14,149 -119 -0.83 1,869 20.04 0.3117
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 14,268 4,414 44.79 1,558 53.25 0.2733
2023-11-09 2023-09-30 13F MERCK COM 58933Y105 9,854 8,197 494.69 1,016 429.17 0.1893
2023-08-08 2023-06-30 13F MERCK COM 58933Y105 1,657 -106 -6.01 192 2.13 0.0337
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 1,763 -74 -4.03 189 -7.39 0.0324
2023-02-09 2022-12-31 13F MERCK COM 58933Y105 1,837 227 14.10 204 46.04 0.0348
2022-11-02 2022-09-30 13F MERCK COM 58933Y105 1,610 -462 -22.30 139 -26.46 0.0260
2022-08-10 2022-06-30 13F MERCK COM 58933Y105 2,072 -1,176 -36.21 189 -29.21 0.0347
2022-05-11 2022-03-31 13F MERCK COM 58933Y105 3,248 1,738 115.10 267 130.17 0.0478
2022-02-08 2021-12-31 13F MERCK COM 58933Y105 1,510 746 97.64 116 103.51 0.0218
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 764 244 46.92 57 42.50 0.0118
2021-08-04 2021-06-30 13F MERCK COM 58933Y105 520 -6,961 -93.05 40 -93.06 0.0085
2021-05-13 2021-03-31 13F MERCK & CO. COM 58933Y105 7,481 -10,481 -58.35 576 -60.82 0.1366
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 17,962 -586 -3.16 1,470 -4.48 0.3813
2020-11-03 2020-09-30 13F MERCK & CO. COM 58933Y105 18,548 60 0.32 1,539 7.62 0.4300
2020-08-11 2020-06-30 13F MERCK & CO. COM 58933Y105 18,488 350 1.93 1,430 2.51 0.3970
2020-05-07 2020-03-31 13F MERCK & CO. COM 58933Y105 18,138 -1,845 -9.23 1,395 -23.23 0.4628
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 19,983 5 0.03 1,817 8.03 0.3925
2019-11-08 2019-09-30 13F MERCK COM 58933Y105 19,978 -1,106 -5.25 1,682 -4.86 0.3784
2019-07-30 2019-06-30 13F MERCK COM 58933Y105 21,084 -75 -0.35 1,768 0.45 0.3993
2019-04-30 2019-03-31 13F MERCK COM 58933Y105 21,159 2,183 11.50 1,760 21.38 0.4120
2019-02-11 2018-12-31 13F MERCK COM 58933Y105 18,976 -346 -1.79 1,450 5.76 0.3886
2018-11-07 2018-09-30 13F MERCK COM 58933Y105 19,322 3,457 21.79 1,371 42.37 0.3370
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 15,865 -2,609 -14.12 963 -4.27 0.2270
2018-05-09 2018-03-31 13F MERCK COM 58933Y105 18,474 914 5.21 1,006 1.82 0.2552
2018-02-09 2017-12-31 13F MERCK COM 58933Y105 17,560 3,026 20.82 988 6.24 0.2870
2017-11-07 2017-09-30 13F MERCK COM 58933Y105 14,534 -381 -2.55 930 -2.72 0.3001
2017-07-27 2017-06-30 13F MERCK COM 58933Y105 14,915 -1,183 -7.35 956 -6.55 0.3519
2017-05-09 2017-03-31 13F MERCK COM 58933Y105 16,098 -65 -0.40 1,023 7.57 0.4077
2017-02-14 2016-12-31 13F MERCK COM 58933Y105 16,163 16,163 951 0.5323
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.