Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership133,013 shares
Latest Disclosed Value $ 16,000,177
Bragg Financial Advisors, Inc reports 9.18% decrease in ownership of 6MK / Merck & Co., Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 133,013 shares of Merck & Co., Inc. (BG:6MK) valued at $16,000,177 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 146,456 shares of Merck & Co., Inc.. This represents a change in shares of -9.18% 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)
2026-05-15 2026-03-31 13F MERCK COM 58933Y105 133,013 -13,443 -9.18 16,000 3.80 0.5061
2026-02-13 2025-12-31 13F MERCK COM 58933Y105 146,456 -1,222 -0.83 15,416 24.37 0.5018
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 147,678 1,203 0.82 12,395 6.90 0.4100
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 146,475 4,740 3.34 11,595 -8.87 0.4143
2025-05-14 2025-03-31 13F MERCK COM 58933Y105 141,735 1,251 0.89 12,722 -8.97 0.5233
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 140,484 -1,193 -0.84 13,975 -13.13 0.5660
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 141,677 202 0.14 16,089 -8.14 0.6621
2024-08-15 2024-06-30 13F MERCK COM 58933Y105 141,475 -1,696 -1.18 17,515 -7.29 0.7817
2024-05-14 2024-03-31 13F/A-1 MERCK COM 58933Y105 143,171 -2,745 -1.88 18,891 18.76 0.8476
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 143,171 -2,745 18,891 0.8476
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 145,916 -2,633 -1.77 15,908 4.01 0.7566
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 148,549 -3,641 -2.39 15,293 -12.91 0.8075
2023-08-15 2023-06-30 13F MERCK COM 58933Y105 152,190 -233 -0.15 17,561 8.29 0.9644
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 152,423 -389 -0.25 16,216 -4.35 0.9566
2023-02-15 2022-12-31 13F MERCK COM 58933Y105 152,812 1,110 0.73 16,954 29.77 1.0310
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 151,702 -230 -0.15 13,065 -5.68 0.9010
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 151,932 1,996 1.33 13,852 12.60 0.9204
2022-05-11 2022-03-31 13F MERCK COM 58933Y105 149,936 7,249 5.08 12,302 14.79 0.7169
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 142,687 0 0.00 10,717 0.00 0.6869
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 142,687 4,234 3.06 10,717 -0.46 0.6869
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 138,453 4,659 3.48 10,767 4.39 0.6877
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 133,794 3,174 2.43 10,314 -3.47 0.6945
2021-02-11 2020-12-31 13F MERCK & CO. COM 58933Y105 130,620 1,554 1.20 10,685 -0.20 0.9347
2020-11-13 2020-09-30 13F MERCK & CO. COM 58933Y105 129,066 736 0.57 10,706 7.88 1.0973
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 128,330 2,503 1.99 9,924 2.51 1.1048
2020-05-15 2020-03-31 13F MERCK & CO. COM 58933Y105 125,827 3,301 2.69 9,681 -13.13 1.3008
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 122,526 1,141 0.94 11,144 9.06 1.2476
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 121,385 1,614 1.35 10,218 1.74 1.2423
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 119,771 702 0.59 10,043 1.41 1.2378
2019-05-13 2019-03-31 13F MERCK COM 58933Y105 119,069 992 0.84 9,903 9.77 1.2864
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 118,077 508 0.43 9,022 8.18 1.3563
2018-11-14 2018-09-30 13F MERCK COM 58933Y105 117,569 251 0.21 8,340 17.12 1.1208
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 117,318 3,614 3.18 7,121 14.98 1.0163
2018-05-14 2018-03-31 13F MERCK COM 58933Y105 113,704 2,842 2.56 6,193 -0.72 0.9060
2018-02-14 2017-12-31 13F MERCK COM 58933Y105 110,862 174 0.16 6,238 -11.98 0.8958
2017-11-14 2017-09-30 13F MERCK COM 58933Y105 110,688 816 0.74 7,087 0.64 1.0861
2017-08-14 2017-06-30 13F MERCK COM 58933Y105 109,872 1,737 1.61 7,042 2.49 1.1111
2017-05-16 2017-03-31 13F MERCK COM 58933Y105 108,135 1,966 1.85 6,871 9.94 1.1018
2017-02-14 2016-12-31 13F MERCK COM 58933Y105 106,169 2,520 2.43 6,250 -3.39 1.0304
2016-11-14 2016-09-30 13F MERCK COM 58933Y105 103,649 1,650 1.62 6,469 10.09 1.1555
2016-08-15 2016-06-30 13F MERCK COM 58933Y105 101,999 2,010 2.01 5,876 11.08 1.0591
2016-05-12 2016-03-31 13F MERCK & CO INC COM 58933Y105 99,989 4,055 4.23 5,290 4.40 1.0172
2016-02-10 2015-12-31 13F MERCK & CO INC COM 58933Y105 95,934 696 0.73 5,067 7.72 1.0862
2015-11-12 2015-09-30 13F MERCK & CO INC COM 58933Y105 95,238 4,113 4.51 4,704 -9.33 1.1252
2015-08-14 2015-06-30 13F MERCK & CO INC COM 58933Y105 91,125 1,808 2.02 5,188 1.05 1.1870
2015-05-15 2015-03-31 13F MERCK & CO INC COM 58933Y105 89,317 3,511 4.09 5,134 5.36 1.1827
2015-02-11 2014-12-31 13F MERCK & CO INC COM 58933Y105 85,806 -3,658 -4.09 4,873 -8.11 1.1818
2014-11-14 2014-09-30 13F MERCK & CO INC COM 58933Y105 89,464 -1,411 -1.55 5,303 0.88 1.3393
2014-08-13 2014-06-30 13F MERCK & CO INC COM 58933Y105 90,875 -157 -0.17 5,257 1.72 1.2598
2014-05-14 2014-03-31 13F MERCK & CO INC COM 58933Y105 91,032 -2,845 -3.03 5,168 9.98 1.2630
2014-02-14 2013-12-31 13F MERCK & CO INC COM 58933Y105 93,877 156 0.17 4,699 5.31 1.1398
2013-11-14 2013-09-30 13F Merck Com 58933Y105 93,721 998 1.08 4,462 3.60 1.1608
2013-08-14 2013-06-30 13F Merck Com 58933Y105 92,723 92,723 4,307 1.1805
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.