Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionShepherd Financial Partners LLC
Latest Disclosed Ownership32,906 shares
Latest Disclosed Value $ 3,958,260
Shepherd Financial Partners LLC reports 0.87% decrease in ownership of 6MK / Merck & Co., Inc.

On May 11, 2026 - Shepherd Financial Partners LLC filed a 13F-HR form disclosing ownership of 32,906 shares of Merck & Co., Inc. (BG:6MK) valued at $3,958,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 33,194 shares of Merck & Co., Inc.. This represents a change in shares of -0.87% 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)
2026-05-11 2026-03-31 13F MERCK COM 58933Y105 32,906 -288 -0.87 3,958 13.31 0.3755
2026-02-10 2025-12-31 13F MERCK COM 58933Y105 33,194 635 1.95 3,494 27.86 0.3237
2025-11-07 2025-09-30 13F MERCK COM 58933Y105 32,559 -1,077 -3.20 2,733 2.63 0.2601
2025-08-13 2025-06-30 13F MERCK COM 58933Y105 33,636 -2,309 -6.42 2,663 -17.48 0.2814
2025-04-18 2025-03-31 13F MERCK COM 58933Y105 35,945 -4,461 -11.04 3,226 -19.73 0.3783
2025-01-28 2024-12-31 13F MERCK COM 58933Y105 40,406 -578 -1.41 4,020 -13.64 0.4807
2024-10-28 2024-09-30 13F MERCK COM 58933Y105 40,984 929 2.32 4,654 -6.13 0.5598
2024-08-08 2024-06-30 13F MERCK COM 58933Y105 40,055 429 1.08 4,959 -5.16 0.6394
2024-04-23 2024-03-31 13F MERCK COM 58933Y105 39,626 365 0.93 5,229 22.15 0.6844
2024-02-12 2023-12-31 13F MERCK COM 58933Y105 39,261 212 0.54 4,280 6.49 0.6085
2023-11-08 2023-09-30 13F MERCK COM 58933Y105 39,049 1,224 3.24 4,020 -7.91 0.6307
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 37,825 365 0.97 4,365 9.51 0.6770
2023-05-02 2023-03-31 13F MERCK COM 58933Y105 37,460 952 2.61 3,985 -1.60 0.6663
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 36,508 262 0.72 4,051 29.77 0.7330
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 36,246 -5,545 -13.27 3,121 -18.08 0.6087
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 41,791 2,269 5.74 3,810 17.48 0.7418
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 39,522 8,805 28.66 3,243 37.94 0.5790
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 30,717 1,056 3.56 2,351 5.47 0.4082
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 29,661 -264 -0.88 2,229 -4.21 0.4304
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 29,925 4,298 16.77 2,327 17.76 0.4426
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 25,627 282 1.11 1,976 -4.73 0.4374
2021-02-16 2020-12-31 13F MERCK & CO. COM 58933Y105 25,345 1,255 5.21 2,074 3.80 0.4730
2020-11-16 2020-09-30 13F/A-1 MERCK & CO. COM 58933Y105 24,090 -50 -0.21 1,998 7.02 0.4699
2020-11-05 2020-09-30 13F MERCK & CO. COM 58933Y105 24,140 0 1,867 506,373.7456
2020-08-05 2020-06-30 13F MERCK & CO. COM 58933Y105 24,140 -212 -0.87 1,867 -0.32 0.5064
2020-05-07 2020-03-31 13F MERCK & CO. COM 58933Y105 24,352 -12,366 -33.68 1,873 -43.89 0.6485
2020-01-31 2019-12-31 13F MERCK COM 58933Y105 36,718 413 1.14 3,338 9.16 0.7761
2019-11-25 2019-09-30 13F MERCK COM 58933Y105 36,305 -706 -1.91 3,058 -1.45 0.7666
2019-08-05 2019-06-30 13F MERCK COM 58933Y105 37,011 -969 -2.55 3,103 -1.77 0.5829
2019-04-29 2019-03-31 13F MERCK COM 58933Y105 37,980 -782 -2.02 3,159 6.61 0.6122
2019-02-07 2018-12-31 13F MERCK COM 58933Y105 38,762 791 2.08 2,963 28.60 0.6446
2018-10-16 2018-09-30 13F MERCK COM 58933Y105 37,971 0 0.00 2,304 0.44 0.5204
2018-08-01 2018-06-30 13F MERCK COM 58933Y105 37,971 -260 -0.68 2,294 10.18 0.5160
2018-05-01 2018-03-31 13F MERCK COM 58933Y105 38,231 0 0.00 2,082 -3.21 0.5127
2018-02-14 2017-12-31 13F MERCK COM 58933Y105 38,231 -521 -1.34 2,151 -13.79 0.5048
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 38,752 -850 -2.15 2,495 0.28 0.5794
2017-08-14 2017-06-30 13F MERCK COM 58933Y105 39,602 -2,084 -5.00 2,488 -6.18 0.6075
2017-05-08 2017-03-31 13F MERCK COM 58933Y105 41,686 -3,498 -7.74 2,652 -2.43 0.6880
2017-02-17 2016-12-31 13F/A-1 MERCK COM 58933Y105 45,184 45,184 2,718 0.7709
2017-02-15 2016-12-31 13F MERCK COM 58933Y105 37,201 2,200 0.7792
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.