Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionKelman-Lazarov, Inc.
Latest Disclosed Ownership3,542 shares
Latest Disclosed Value $ 426,092
Kelman-Lazarov, Inc. reports 1.80% decrease in ownership of 6MK / Merck & Co., Inc.

On April 27, 2026 - Kelman-Lazarov, Inc. filed a 13F-HR form disclosing ownership of 3,542 shares of Merck & Co., Inc. (BG:6MK) valued at $426,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,607 shares of Merck & Co., Inc.. This represents a change in shares of -1.80% 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)
2026-04-27 2026-03-31 13F MERCK COM 58933Y105 3,542 -65 -1.80 426 12.40 0.0611
2026-01-26 2025-12-31 13F MERCK COM 58933Y105 3,607 48 1.35 380 27.18 0.0542
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 3,559 792 28.62 299 36.07 0.0443
2025-07-29 2025-06-30 13F MERCK COM 58933Y105 2,767 2,767 219 0.0355
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 0 -2,142 -100.00 0 -100.00
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 2,142 88 4.28 213 -8.58 0.0384
2024-11-08 2024-09-30 13F MERCK COM 58933Y105 2,054 0 0.00 233 -8.27 0.0401
2024-08-12 2024-06-30 13F MERCK COM 58933Y105 2,054 -442 -17.71 254 -22.80 0.0474
2024-05-09 2024-03-31 13F MERCK COM 58933Y105 2,496 4 0.16 329 21.40 0.0644
2024-02-01 2023-12-31 13F MERCK COM 58933Y105 2,492 -34 -1.35 272 4.23 0.0588
2023-10-30 2023-09-30 13F MERCK COM 58933Y105 2,526 69 2.81 260 -8.13 0.0615
2023-08-04 2023-06-30 13F MERCK COM 58933Y105 2,457 85 3.58 284 12.30 0.0682
2023-05-04 2023-03-31 13F MERCK COM 58933Y105 2,372 476 25.11 252 20.00 0.0655
2023-02-06 2022-12-31 13F MERCK COM 58933Y105 1,896 1,896 210 0.0592
2020-07-29 2020-06-30 13F MERCK & CO. COM 58933Y105 0 -3,056 -100.00 0 -100.00
2020-04-27 2020-03-31 13F MERCK & CO. COM 58933Y105 3,056 -826 -21.28 235 -33.43 0.1259
2020-01-29 2019-12-31 13F MERCK COM 58933Y105 3,882 -3,151 -44.80 353 -40.37 0.1588
2019-10-15 2019-09-30 13F MERCK COM 58933Y105 7,033 0 0.00 592 0.34 0.2917
2019-07-22 2019-06-30 13F MERCK COM 58933Y105 7,033 -89 -1.25 590 -0.34 0.3024
2019-05-08 2019-03-31 13F MERCK COM 58933Y105 7,122 707 11.02 592 20.82 0.3122
2019-02-11 2018-12-31 13F MERCK COM 58933Y105 6,415 -230 -3.46 490 4.03 0.3049
2018-11-14 2018-09-30 13F MERCK COM 58933Y105 6,645 -87 -1.29 471 15.16 0.2756
2018-08-03 2018-06-30 13F Merck COM 58933Y105 6,732 19 0.28 409 11.75 0.2196
2018-05-08 2018-03-31 13F Merck COM 58933Y105 6,713 0 0.00 366 -3.17 0.1968
2018-06-25 2017-12-31 13F/A-1 Merck COM 58933Y105 6,713 -86 -1.26 378 -13.10 0.1930
2018-01-23 2017-12-31 13F Merck COM 58933Y105 6,713 -86 378 0.1810
2017-10-05 2017-09-30 13F Merck COM 58933Y105 6,799 -55 -0.80 435 -0.91 0.2296
2017-07-24 2017-06-30 13F Merck COM 58933Y105 6,854 0 0.00 439 0.69 0.2407
2017-04-25 2017-03-31 13F Merck COM 58933Y105 6,854 -115 -1.65 436 6.34 0.2808
2017-01-17 2016-12-31 13F Merck MRK 58933Y105 6,969 0 0.00 410 -5.75 0.2314
2016-10-11 2016-09-30 13F Merck Equities 58933Y105 6,969 -200 -2.79 435 4.82 0.2468
2016-07-14 2016-06-30 13F Merck Equities 58933Y105 7,169 408 6.03 415 14.33 0.2373
2016-04-19 2016-03-31 13F Merck COM 58933Y105 6,761 6,761 363 0.2124
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.