Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership47,554 shares
Latest Disclosed Value $ 5,720,696
Sigma Planning Corp reports 1.25% increase in ownership of 6MK / Merck & Co., Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 47,554 shares of Merck & Co., Inc. (BG:6MK) valued at $5,720,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 46,968 shares of Merck & Co., Inc.. This represents a change in shares of 1.25% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F MERCK COM 58933Y105 47,554 586 1.25 5,721 15.70 0.1589
2026-01-30 2025-12-31 13F MERCK COM 58933Y105 46,968 10,367 28.32 4,944 60.94 0.1365
2025-11-10 2025-09-30 13F MERCK COM 58933Y105 36,601 -3,344 -8.37 3,072 -2.85 0.0873
2025-08-05 2025-06-30 13F MERCK COM 58933Y105 39,945 1,195 3.08 3,162 -9.09 0.0951
2025-05-02 2025-03-31 13F MERCK COM 58933Y105 38,750 1,523 4.09 3,478 -6.08 0.1109
2025-02-03 2024-12-31 13F MERCK COM 58933Y105 37,227 -689 -1.82 3,703 -13.98 0.1163
2024-11-04 2024-09-30 13F MERCK COM 58933Y105 37,916 -430 -1.12 4,306 -9.31 0.1319
2024-08-06 2024-06-30 13F MERCK COM 58933Y105 38,346 -3,330 -7.99 4,747 -13.68 0.1504
2024-05-02 2024-03-31 13F MERCK COM 58933Y105 41,676 21,412 105.67 5,499 148.94 0.1728
2024-02-01 2023-12-31 13F MERCK COM 58933Y105 20,264 -25,974 -56.17 2,209 -53.59 0.1728
2023-11-06 2023-09-30 13F MERCK COM 58933Y105 46,238 -4,739 -9.30 4,760 -19.08 0.1784
2023-08-02 2023-06-30 13F MERCK COM 58933Y105 50,977 -23,614 -31.66 5,882 -25.87 0.2112
2023-05-08 2023-03-31 13F MERCK COM 58933Y105 74,591 -7,457 -9.09 7,936 -12.83 0.2637
2023-01-24 2022-12-31 13F MERCK COM 58933Y105 82,048 -8,835 -9.72 9,103 16.30 0.3254
2022-11-10 2022-09-30 13F MERCK COM 58933Y105 90,883 3,546 4.06 7,827 -1.71 0.2984
2022-08-11 2022-06-30 13F MERCK COM 58933Y105 87,337 7,198 8.98 7,963 21.11 0.2768
2022-04-20 2022-03-31 13F MERCK COM 58933Y105 80,139 913 1.15 6,575 8.28 0.1970
2022-02-02 2021-12-31 13F MERCK Stock 58933Y105 79,226 2,417 3.15 6,072 5.25 0.1692
2021-10-28 2021-09-30 13F MERCK COM 58933Y105 76,809 561 0.74 5,769 -2.72 0.1735
2021-08-13 2021-06-30 13F MERCK Stock 58933Y105 76,248 2,733 3.72 5,930 4.64 0.1767
2021-05-06 2021-03-31 13F MERCK Stock 58933Y105 73,515 9,762 15.31 5,667 8.67 0.1810
2021-02-09 2020-12-31 13F MERCK & CO. COM 58933Y105 63,753 3,055 5.03 5,215 3.57 0.1774
2020-11-03 2020-09-30 13F MERCK & CO. COM 58933Y105 60,698 -136 -0.22 5,035 7.04 0.1993
2020-07-31 2020-06-30 13F MERCK & CO. COM 58933Y105 60,834 7,686 14.46 4,704 15.04 0.2065
2020-05-01 2020-03-31 13F MERCK & CO. COM 58933Y105 53,148 5,287 11.05 4,089 -6.06 0.2428
2020-02-03 2019-12-31 13F MERCK COM 58933Y105 47,861 750 1.59 4,353 9.76 0.1836
2019-11-01 2019-09-30 13F MERCK COM 58933Y105 47,111 607 1.31 3,966 1.72 0.1903
2019-08-01 2019-06-30 13F MERCK COM 58933Y105 46,504 3,391 7.87 3,899 8.73 0.2009
2019-05-01 2019-03-31 13F MERCK COM 58933Y105 43,113 -372 -0.86 3,586 7.91 0.2036
2019-01-31 2018-12-31 13F MERCK COM 58933Y105 43,485 -460 -1.05 3,323 6.57 0.2417
2018-11-07 2018-09-30 13F MERCK COM 58933Y105 43,945 819 1.90 3,118 19.10 0.1833
2018-08-02 2018-06-30 13F MERCK COM 58933Y105 43,126 -241 -0.56 2,618 10.84 0.1753
2018-05-11 2018-03-31 13F MERCK COM 58933Y105 43,367 -6,395 -12.85 2,362 -15.64 0.1727
2018-02-07 2017-12-31 13F MERCK COM 58933Y105 49,762 1,146 2.36 2,800 -10.05 0.2157
2017-11-06 2017-09-30 13F MERCK COM 58933Y105 48,616 457 0.95 3,113 0.84 0.2567
2017-08-02 2017-06-30 13F MERCK COM 58933Y105 48,159 668 1.41 3,087 2.29 0.2901
2017-04-24 2017-03-31 13F MERCK COM 58933Y105 47,491 2,339 5.18 3,018 13.54 0.2922
2017-01-23 2016-12-31 13F MERCK COM 58933Y105 45,152 1,637 3.76 2,658 -2.14 0.2905
2016-11-07 2016-09-30 13F MERCK COM 58933Y105 43,515 2,029 4.89 2,716 13.64 0.3220
2016-07-22 2016-06-30 13F MERCK COM 58933Y105 41,486 2,704 6.97 2,390 16.47 0.3116
2016-04-18 2016-03-31 13F MERCK & CO INC COM 58933Y105 38,782 -777 -1.96 2,052 -1.82 0.2805
2016-01-20 2015-12-31 13F MERCK & CO INC COM 58933Y105 39,559 -1,016 -2.50 2,090 4.29 0.2926
2015-11-02 2015-09-30 13F MERCK & CO INC COM 58933Y105 40,575 -1,849 -4.36 2,004 -17.02 0.3175
2015-07-14 2015-06-30 13F MERCK & CO INC COM 58933Y105 42,424 1,870 4.61 2,415 3.60 0.3334
2015-04-23 2015-03-31 13F MERCK & CO INC COM 58933Y105 40,554 -3,873 -8.72 2,331 -7.61 0.3088
2015-02-13 2014-12-31 13F MERCK & CO INC COM 58933Y105 44,427 44,427 2,523 0.3335
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.