Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionWendell David Associates Inc
Latest Disclosed Ownership56,376 shares
Latest Disclosed Value $ 6,781
Wendell David Associates Inc reports 0.89% increase in ownership of 6MK / Merck & Co., Inc.

On April 23, 2026 - Wendell David Associates Inc filed a 13F-HR form disclosing ownership of 56,376 shares of Merck & Co., Inc. (BG:6MK) valued at $6,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 55,876 shares of Merck & Co., Inc.. This represents a change in shares of 0.89% 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)
2026-04-23 2026-03-31 13F Merck COMM 58933Y105 56,376 500 0.89 7 20.00 0.7380
2026-01-30 2025-12-31 13F Merck COMM 58933Y105 55,876 967 1.76 6 25.00 0.5976
2025-10-30 2025-09-30 13F Merck COMM 58933Y105 54,909 0 0.00 5 0.00 0.4550
2025-07-29 2025-06-30 13F Merck COMM 58933Y105 54,909 0 0.00 4 0.00 0.4372
2025-04-18 2025-03-31 13F Merck COMM 58933Y105 54,909 4,740 9.45 5 0.00 0.4918
2025-01-17 2024-12-31 13F Merck COMM 58933Y105 50,169 -1,330 -2.58 5 -20.00 0.4935
2024-10-21 2024-09-30 13F Merck COMM 58933Y105 51,499 0 0.00 6 -16.67 0.5593
2024-07-22 2024-06-30 13F Merck COMM 58933Y105 51,499 -50 -0.10 6 0.00 0.6497
2024-04-22 2024-03-31 13F Merck COMM 58933Y105 51,549 -143 -0.28 7 20.00 0.6873
2024-01-22 2023-12-31 13F Merck COMM 58933Y105 51,692 815 1.60 6 0.00 0.6070
2023-10-20 2023-09-30 13F Merck COMM 58933Y105 50,877 238 0.47 5 0.00 0.6163
2023-07-20 2023-06-30 13F Merck COMM 58933Y105 50,639 0 0.00 6 0.00 0.6600
2023-04-19 2023-03-31 13F Merck COMM 58933Y105 50,639 0 0.00 5 0.00 0.6387
2023-01-17 2022-12-31 13F Merck COMM 58933Y105 50,639 -375 -0.74 6 -99.89 0.6905
2022-10-18 2022-09-30 13F Merck COMM 58933Y105 51,014 200 0.39 4,393 -5.18 0.5911
2022-07-14 2022-06-30 13F Merck COMM 58933Y105 50,814 0 0.00 4,633 11.13 0.5891
2022-04-22 2022-03-31 13F Merck COMM 58933Y105 50,814 0 0.00 4,169 7.06 0.4642
2022-01-24 2021-12-31 13F Merck COMM 58933Y105 50,814 -168 -0.33 3,894 1.70 0.3939
2021-10-19 2021-09-30 13F Merck COMM 58933Y105 50,982 -920 -1.77 3,829 -5.13 0.4269
2021-07-19 2021-06-30 13F Merck COMM 58933Y105 51,902 -225 -0.43 4,036 0.45 0.4518
2021-04-20 2021-03-31 13F Merck COMM 58933Y105 52,127 197 0.38 4,018 -5.41 0.4835
2021-01-22 2020-12-31 13F Merck COMM 58933Y105 51,930 34 0.07 4,248 -1.32 0.5194
2020-10-20 2020-09-30 13F Merck COMM 58933Y105 51,896 0 0.00 4,305 7.28 0.5738
2020-07-17 2020-06-30 13F Merck COMM 58933Y105 51,896 923 1.81 4,013 2.32 0.5816
2020-04-16 2020-03-31 13F Merck COMM 58933Y105 50,973 399 0.79 3,922 -14.74 0.6634
2020-01-17 2019-12-31 13F Merck COMM 58933Y105 50,574 0 0.00 4,600 8.06 0.6336
2019-10-22 2019-09-30 13F Merck COMM 58933Y105 50,574 201 0.40 4,257 0.78 0.6234
2019-07-16 2019-06-30 13F Merck COMM 58933Y105 50,373 -28 -0.06 4,224 0.76 0.6338
2019-04-11 2019-03-31 13F Merck COMM 58933Y105 50,401 -1,678 -3.22 4,192 5.35 0.6526
2019-01-17 2018-12-31 13F Merck COMM 58933Y105 52,079 -3,496 -6.29 3,979 0.94 0.7162
2018-10-12 2018-09-30 13F Merck COMM 58933Y105 55,575 0 0.00 3,942 16.87 0.6139
2018-07-16 2018-06-30 13F Merck COMM 58933Y105 55,575 7,591 15.82 3,373 29.04 0.5757
2018-04-11 2018-03-31 13F Merck COMM 58933Y105 47,984 -2,353 -4.67 2,614 -7.70 0.4708
2018-01-16 2017-12-31 13F Merck COMM 58933Y105 50,337 0 0.00 2,832 -12.13 0.4852
2017-10-17 2017-09-30 13F Merck COMM 58933Y105 50,337 2,808 5.91 3,223 5.81 0.5695
2017-07-18 2017-06-30 13F Merck COMM 58933Y105 47,529 -579 -1.20 3,046 -0.36 0.5739
2017-04-20 2017-03-31 13F Merck COMM 58933Y105 48,108 -923 -1.88 3,057 5.93 0.5845
2017-01-23 2016-12-31 13F Merck COMM 58933Y105 49,031 -997 -1.99 2,886 -7.56 0.5697
2016-10-18 2016-09-30 13F/A-1 Merck COMM 58933Y105 50,028 -300 -0.60 3,122 6.95 0.6158
2016-10-18 2016-09-30 13F Merck COMM 58933Y105 50,328 2,919
2016-07-18 2016-06-30 13F Merck COMM 58933Y105 50,328 -2,091 -3.99 2,919 5.08 0.5729
2016-04-19 2016-03-31 13F Merck COMM 58933Y105 52,419 -239 -0.45 2,778 -0.47 0.5394
2016-01-19 2015-12-31 13F/A-1 Merck COMM 58933Y105 52,658 1,350 2.63 2,791 11.02 0.5506
2016-01-19 2015-12-31 13F Merck COMM 58933Y105 52,658 2,791
2015-10-16 2015-09-30 13F Merck COMM 58933Y105 51,308 39 0.08 2,514 -13.96 0.5160
2015-07-20 2015-06-30 13F Merck COMM 58933Y105 51,269 0 0.00 2,922 0.00 0.5669
2015-04-20 2015-03-31 13F Merck COMM 589331107 51,269 0 0.00 2,922 0.00 0.5619
2015-01-22 2014-12-31 13F Merck COMM 589331107 51,269 4,036 8.54 2,922 4.84 0.5702
2014-10-21 2014-09-30 13F Merck COMM 589331107 47,233 0 0.00 2,787 1.72 0.5809
2014-07-30 2014-06-30 13F/A-1 Merck COMM 589331107 47,233 720 1.55 2,740 3.36 0.5766
2014-07-24 2014-06-30 13F Merck COMM 589331107 46,513 2,651
2014-04-17 2014-03-31 13F Merck COMM 589331107 46,513 580 1.26 2,651 15.41 0.5763
2014-01-21 2013-12-31 13F Merck COMM 589331107 45,933 -464 -1.00 2,297 3.14 0.5039
2013-10-22 2013-09-30 13F/A-1 Merck COMM 589331107 46,397 2,275 5.16 2,227 9.70 0.5340
2013-10-21 2013-09-30 13F Merck COMM 589331107 2,227 2,227
2013-07-19 2013-06-30 13F Merck COMM 589331107 44,122 44,122 2,030 0.5070
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.