Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionBaugh & Associates, LLC
Latest Disclosed Ownership62,389 shares
Latest Disclosed Value $ 7,504,769
Baugh & Associates, LLC reports 1.87% increase in ownership of 6MK / Merck & Co., Inc.

On April 16, 2026 - Baugh & Associates, LLC filed a 13F-HR form disclosing ownership of 62,389 shares of Merck & Co., Inc. (BG:6MK) valued at $7,504,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 61,245 shares of Merck & Co., Inc.. This represents a change in shares of 1.87% 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)
2026-04-16 2026-03-31 13F MERCK COM 58933Y105 62,389 1,144 1.87 7,505 26.46 3.2412
2026-01-14 2025-12-31 13F MERCK COM 58933Y105 61,245 -1,761 -2.79 5,934 22.93 2.9179
2025-10-27 2025-09-30 13F MERCK COM 58933Y105 63,006 -1,219 -1.90 4,828 3.47 2.3997
2025-07-11 2025-06-30 13F MERCK COM 58933Y105 64,225 3,328 5.46 4,665 -10.20 2.4306
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 60,897 10,094 19.87 5,195 6.35 2.6284
2025-01-16 2024-12-31 13F MERCK COM 58933Y105 50,803 -20 -0.04 4,885 -11.68 2.5322
2024-10-31 2024-09-30 13F MERCK COM 58933Y105 50,823 4,541 9.81 5,532 -7.68 2.8484
2024-07-12 2024-06-30 13F MERCK COM 58933Y105 46,282 -2,142 -4.42 5,991 -6.23 3.1095
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 48,424 348 0.72 6,390 21.90 3.4001
2024-01-10 2023-12-31 13F MERCK COM 58933Y105 48,076 -668 -1.37 5,241 4.44 3.0126
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 48,744 -220 -0.45 5,018 -11.17 3.1385
2023-07-20 2023-06-30 13F MERCK COM 58933Y105 48,964 785 1.63 5,650 8.26 3.4018
2023-04-28 2023-03-31 13F MERCK COM 58933Y105 48,179 -1,076 -2.18 5,218 -4.52 3.3346
2023-01-27 2022-12-31 13F MERCK COM 58933Y105 49,255 -75 -0.15 5,465 28.65 3.5401
2022-10-07 2022-09-30 13F MERCK COM 58933Y105 49,330 -60 -0.12 4,248 -5.66 3.0055
2022-07-19 2022-06-30 13F MERCK COM 58933Y105 49,390 -540 -1.08 4,503 9.91 3.0305
2022-04-20 2022-03-31 13F MERCK COM 58933Y105 49,930 -160 -0.32 4,097 6.72 2.4084
2022-01-14 2021-12-31 13F MERCK COM 58933Y105 50,090 5 0.01 3,839 2.05 2.1208
2021-10-13 2021-09-30 13F MERCK COM 58933Y105 50,085 -29 -0.06 3,762 -3.46 2.3029
2021-07-12 2021-06-30 13F MERCK COM 58933Y105 50,114 -460 -0.91 3,897 -0.05 2.4174
2021-04-16 2021-03-31 13F MERCK & CO. COM 58933Y105 50,574 -6 -0.01 3,899 -5.75 2.5745
2021-01-13 2020-12-31 13F MERCK & CO. COM 58933Y105 50,580 -620 -1.21 4,137 -2.59 2.9492
2020-10-28 2020-09-30 13F MERCK & CO. COM 58933Y105 51,200 -645 -1.24 4,247 5.94 3.3328
2020-07-09 2020-06-30 13F MERCK & CO. COM 58933Y105 51,845 3,612 7.49 4,009 8.03 3.1988
2020-04-21 2020-03-31 13F MERCK & CO. COM 58933Y105 48,233 -1,420 -2.86 3,711 -17.83 3.5871
2020-01-13 2019-12-31 13F MERCK COM 58933Y105 49,653 -506 -1.01 4,516 6.96 3.2964
2019-10-08 2019-09-30 13F MERCK COM 58933Y105 50,159 -200 -0.40 4,222 -0.02 3.2716
2019-07-23 2019-06-30 13F MERCK COM 58933Y105 50,359 -345 -0.68 4,223 0.14 3.3472
2019-04-05 2019-03-31 13F MERCK COM 58933Y105 50,704 -375 -0.73 4,217 8.05 3.3787
2019-01-17 2018-12-31 13F MERCK COM 58933Y105 51,079 -83 -0.16 3,903 7.55 3.3618
2018-11-02 2018-09-30 13F MERCK COM 58933Y105 51,162 -600 -1.16 3,629 15.50 2.9014
2018-07-27 2018-06-30 13F MERCK COM 58933Y105 51,762 -4,708 -8.34 3,142 2.15 2.7413
2018-04-25 2018-03-31 13F MERCK COM 58933Y105 56,470 56,470 3,076 2.4795
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.