Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAmericana Partners, LLC
Latest Disclosed Ownership266,031 shares
Latest Disclosed Value $ 32,000,865
Americana Partners, LLC reports 20.70% increase in ownership of MRK / Merck & Co., Inc.

On May 12, 2026 - Americana Partners, LLC filed a 13F-HR form disclosing ownership of 266,031 shares of Merck & Co., Inc. (MX:MRK) valued at $32,000,865 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 220,405 shares of Merck & Co., Inc.. This represents a change in shares of 20.70% 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)
2026-05-12 2026-03-31 13F MERCK COM 58933Y105 266,031 45,626 20.70 32,001 37.94 0.8310
2026-02-06 2025-12-31 13F MERCK COM 58933Y105 220,405 -523 -0.24 23,200 25.12 0.6369
2025-10-29 2025-09-30 13F MERCK COM 58933Y105 220,928 2,154 0.98 18,543 7.07 0.5579
2025-08-07 2025-06-30 13F MERCK COM 58933Y105 218,774 -2,211 -1.00 17,318 -12.69 0.5970
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 220,985 1,631 0.74 19,836 -9.10 0.7702
2025-01-31 2024-12-31 13F MERCK COM 58933Y105 219,354 196,586 863.43 21,821 744.14 0.8902
2024-10-28 2024-09-30 13F MERCK COM 58933Y105 22,768 1,071 4.94 2,586 -3.76 0.1759
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 21,697 512 2.42 2,686 -3.90 0.2107
2024-05-07 2024-03-31 13F MERCK COM 58933Y105 21,185 5,239 32.85 2,795 61.75 0.2331
2024-01-25 2023-12-31 13F MERCK COM 58933Y105 15,946 752 4.95 1,728 12.65 0.1647
2023-11-07 2023-09-30 13F MERCK COM 58933Y105 15,194 3,860 34.06 1,534 17.37 0.1658
2023-07-31 2023-06-30 13F MERCK COM 58933Y105 11,334 -1,021 -8.26 1,308 -0.53 0.1682
2023-05-08 2023-03-31 13F MERCK COM 58933Y105 12,355 -3,645 -22.78 1,314 -25.97 0.2072
2023-01-30 2022-12-31 13F MERCK COM 58933Y105 16,000 -423 -2.58 1,775 26.51 0.3071
2022-11-14 2022-09-30 13F Merck COM 58933Y105 16,423 1,942 13.41 1,403 10.82 0.2511
2022-08-15 2022-06-30 13F Merck COM 58933Y105 14,481 5,658 64.13 1,266 85.36 0.2267
2022-05-06 2022-03-31 13F Merck COM 58933Y105 8,823 3,934 80.47 683 82.62 0.2100
2022-01-28 2021-12-31 13F Merck COM 58933Y105 4,889 1,311 36.64 374 39.55 0.0680
2021-11-08 2021-09-30 13F Merck COM 58933Y105 3,578 3,578 268 0.0647
2020-05-12 2020-03-31 13F Merck COM 58933Y105 0 -1,123 -100.00 0 -100.00
2020-02-13 2019-12-31 13F Merck COM 58933Y105 1,123 1,123 102 0.0571
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.