Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership8,084 shares
Latest Disclosed Value $ 979,321
Legacy Advisors, LLC reports 0.09% decrease in ownership of MRK / Merck & Co., Inc.

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 8,084 shares of Merck & Co., Inc. (MX:MRK) valued at $979,321 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,091 shares of Merck & Co., Inc.. This represents a change in shares of -0.09% 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)
2026-05-05 2026-03-31 13F MERCK COM 58933Y105 8,084 -7 -0.09 979 14.10 0.1155
2026-01-27 2025-12-31 13F MERCK COM 58933Y105 8,091 801 10.99 858 39.06 0.0922
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 7,290 7,290 618 0.0763
2025-08-07 2025-06-30 13F MERCK COM 58933Y105 0 -18,464 -100.00 0 -100.00
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 18,464 -1,668 -8.29 1,674 -17.05 0.1723
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 20,132 -387 -1.89 2,018 -13.39 0.1958
2024-11-13 2024-09-30 13F MERCK COM 58933Y105 20,519 -552 -2.62 2,330 -11.20 0.2523
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 21,071 482 2.34 2,625 -3.95 0.3191
2024-04-30 2024-03-31 13F MERCK COM 58933Y105 20,589 1,847 9.85 2,733 32.81 0.3453
2024-02-12 2023-12-31 13F MERCK COM 58933Y105 18,742 -827 -4.23 2,058 1.58 0.2650
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 19,569 5,795 42.07 2,025 27.44 0.3263
2023-07-20 2023-06-30 13F MERCK COM 58933Y105 13,774 2,869 26.31 1,589 36.04 0.2359
2023-05-01 2023-03-31 13F MERCK COM 58933Y105 10,905 215 2.01 1,168 -2.10 0.2154
2023-02-01 2022-12-31 13F MERCK Common Stock 58933Y105 10,690 -233 -2.13 1,194 25.84 0.2185
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 10,923 -939 -7.92 948 -13.03 0.2094
2022-07-25 2022-06-30 13F MERCK COM 58933Y105 11,862 2,020 20.52 1,090 33.91 0.2292
2022-05-11 2022-03-31 13F MERCK COM 58933Y105 9,842 4,149 72.88 814 86.70 0.1581
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 5,693 -435 -7.10 436 -5.22 0.1600
2021-10-13 2021-09-30 13F MERCK COM 58933Y105 6,128 341 5.89 460 2.22 0.1839
2021-07-13 2021-06-30 13F MERCK & CO. COM 58933Y105 5,787 21 0.36 450 1.12 0.1827
2021-04-12 2021-03-31 13F MERCK & CO. COM 58933Y105 5,766 18 0.31 445 -5.32 0.1966
2021-01-15 2020-12-31 13F MERCK & CO. COM 58933Y105 5,748 -115 -1.96 470 -3.29 0.2671
2020-10-08 2020-09-30 13F MERCK & CO. COM 58933Y105 5,863 151 2.64 486 9.95 0.3210
2020-07-09 2020-06-30 13F MERCK & CO. COM 58933Y105 5,712 17 0.30 442 0.91 0.3509
2020-04-15 2020-03-31 13F MERCK & CO. COM 58933Y105 5,695 -549 -8.79 438 -23.43 0.4383
2020-01-21 2019-12-31 13F MERCK COM 58933Y105 6,244 429 7.38 572 16.97 0.3630
2019-10-10 2019-09-30 13F MERCK & CO INC COM COM 58933Y105 5,815 80 1.39 489 1.03 0.3658
2019-07-15 2019-06-30 13F MERCK & CO INC COM COM 58933Y105 5,735 -838 -12.75 484 -11.52 0.3272
2019-04-12 2019-03-31 13F/A-1 MERCK & CO INC COM COM 58933Y105 6,573 -1,255 -16.03 547 -8.53 0.3707
2019-04-08 2019-03-31 13F MERCK & CO INC COM COM 58933Y105 6,573 -1,255 547
2019-01-14 2018-12-31 13F MERCK & CO INC COM COM 58933Y105 7,828 -16,855 -68.29 598 -66.08 0.4536
2018-10-18 2018-09-30 13F MERCK & CO INC COM COM 58933Y105 24,683 19,012 335.25 1,763 408.07 0.8681
2018-07-19 2018-06-30 13F MERCK & CO INC COM COM 58933Y105 5,671 461 8.85 347 16.44 0.2592
2018-04-17 2018-03-31 13F MERCK & CO INC COM COM 58933Y105 5,210 3,701 245.26 298 250.59 0.2200
2018-01-26 2017-12-31 13F MERCK & CO INC COM COM 58933Y105 1,509 -37 -2.39 85 -13.27 0.0828
2017-11-03 2017-09-30 13F/A-1 Merck COM 58933Y105 1,546 287 22.80 98 22.50 0.1092
2017-11-01 2017-09-30 13F Merck COM 58933Y105 1,259 0 80
2017-11-01 2017-06-30 13F Merck COM 58933Y105 1,259 0 0.00 80 0.00 0.1021
2017-11-02 2017-03-31 13F Merck COM 58933Y105 1,259 -389 -23.60 80 -17.53 0.1081
2017-11-03 2016-12-31 13F Merck COM 58933Y105 1,648 1,648 97 0.1325
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.