Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership24,044 shares
Latest Disclosed Value $ 2,892,253
Fiduciary Group LLC reports 21.94% increase in ownership of MRK / Merck & Co., Inc.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 24,044 shares of Merck & Co., Inc. (MX:MRK) valued at $2,892,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 19,718 shares of Merck & Co., Inc.. This represents a change in shares of 21.94% 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)
2026-05-11 2026-03-31 13F MERCK COM 58933Y105 24,044 4,326 21.94 2,892 39.37 0.2470
2026-02-12 2025-12-31 13F MERCK COM 58933Y105 19,718 -1,303 -6.20 2,076 17.63 0.1743
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 21,021 -344 -1.61 1,764 4.32 0.1550
2025-08-13 2025-06-30 13F MERCK COM 58933Y105 21,365 -256 -1.18 1,691 -12.84 0.1592
2025-04-28 2025-03-31 13F MERCK COM 58933Y105 21,621 -162 -0.74 1,941 -10.43 0.1945
2025-02-11 2024-12-31 13F MERCK COM 58933Y105 21,783 -806 -3.57 2,167 -15.56 0.2173
2024-11-13 2024-09-30 13F MERCK COM 58933Y105 22,589 -929 -3.95 2,565 -11.89 0.2598
2024-08-08 2024-06-30 13F MERCK COM 58933Y105 23,518 -714 -2.95 2,912 -8.95 0.3131
2024-05-13 2024-03-31 13F MERCK COM 58933Y105 24,232 2,101 9.49 3,197 32.55 0.3483
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 22,131 -1,147 -4.93 2,413 0.67 0.2826
2023-11-13 2023-09-30 13F/A-1 MERCK COM 58933Y105 23,278 -630 -2.64 2,396 -13.13 0.3059
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 23,278 -630 2,396 0.3059
2023-07-27 2023-06-30 13F MERCK COM 58933Y105 23,908 -597 -2.44 2,759 5.79 0.3389
2023-05-15 2023-03-31 13F/A-1 MERCK COM 58933Y105 24,505 -50 -0.20 2,607 -4.30 0.3389
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 24,198 -357 2,835 0.3642
2023-02-07 2022-12-31 13F MERCK COM 58933Y105 24,555 1,075 4.58 2,724 13.88 0.3629
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 23,480 -77 -0.33 2,392 14.18 0.3099
2022-08-12 2022-06-30 13F MERCK COM 58933Y105 23,557 136 0.58 2,095 0.29 0.2617
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 23,421 436 1.90 2,089 18.56 0.2758
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 22,985 446 1.98 1,762 -4.96 0.1960
2021-10-27 2021-09-30 13F MERCK COM 58933Y105 22,539 133 0.59 1,854 9.64 0.2104
2021-08-05 2021-06-30 13F MERCK COM 58933Y105 22,406 -110 -0.49 1,691 0.83 0.1957
2021-05-03 2021-03-31 13F MERCK & CO. COM 58933Y105 22,516 -751 -3.23 1,677 -3.57 0.2040
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 23,267 -215 -0.92 1,739 -10.73 0.2295
2020-11-12 2020-09-30 13F MERCK & CO. COM 58933Y105 23,482 -792 -3.26 1,948 3.78 0.2943
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 24,274 334 1.40 1,877 1.90 0.3132
2020-05-11 2020-03-31 13F MERCK & CO. COM 58933Y105 23,940 -622 -2.53 1,842 -17.55 0.3614
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 24,562 -533 -2.12 2,234 5.78 0.3563
2019-11-13 2019-09-30 13F MERCK COM 58933Y105 25,095 -641 -2.49 2,112 -2.13 0.3694
2019-08-05 2019-06-30 13F MERCK COM 58933Y105 25,736 -1,247 -4.62 2,158 -3.83 0.3876
2019-05-08 2019-03-31 13F MERCK COM 58933Y105 26,983 313 1.17 2,244 10.11 0.4177
2019-02-13 2018-12-31 13F MERCK COM 58933Y105 26,670 -268 -0.99 2,038 6.65 0.4213
2018-10-18 2018-09-30 13F MERCK COM 58933Y105 26,938 -610 -2.21 1,911 14.29 0.3745
2018-08-02 2018-06-30 13F MERCK COM 58933Y105 27,548 -1,956 -6.63 1,672 4.04 0.3534
2018-05-14 2018-03-31 13F MERCK COM 58933Y105 29,504 -854 -2.81 1,607 -5.91 0.3483
2018-02-02 2017-12-31 13F MERCK COM 58933Y105 30,358 -2,081 -6.42 1,708 -17.77 0.3646
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 32,439 -570 -1.73 2,077 -1.84 0.4675
2017-08-11 2017-06-30 13F MERCK COM 58933Y105 33,009 -1,221 -3.57 2,116 -2.71 0.4882
2017-05-12 2017-03-31 13F MERCK COM 58933Y105 34,230 -1,898 -5.25 2,175 2.26 0.5154
2017-02-13 2016-12-31 13F MERCK COM 58933Y105 36,128 -1,970 -5.17 2,127 -10.56 0.5501
2016-10-25 2016-09-30 13F MERCK COM 58933Y105 38,098 13 0.03 2,378 8.39 0.6444
2016-08-10 2016-06-30 13F MERCK COM 58933Y105 38,085 979 2.64 2,194 11.77 0.6093
2016-05-13 2016-03-31 13F MERCK & CO INC COM 58933Y105 37,106 -104 -0.28 1,963 -0.10 0.5683
2016-02-12 2015-12-31 13F MERCK & CO INC COM 58933Y105 37,210 2,749 7.98 1,965 15.45 0.5856
2015-11-12 2015-09-30 13F MERCK & CO INC COM 58933Y105 34,461 -228 -0.66 1,702 -13.82 0.5661
2015-07-30 2015-06-30 13F MERCK & CO INC COM 58933Y105 34,689 34,689 1,975 0.6215
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.