Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAtlas Capital Advisors Llc
Latest Disclosed Ownership6,797 shares
Latest Disclosed Value $ 817,610
Atlas Capital Advisors Llc reports 13.43% increase in ownership of MRK / Merck & Co., Inc.

On May 11, 2026 - Atlas Capital Advisors Llc filed a 13F-HR form disclosing ownership of 6,797 shares of Merck & Co., Inc. (MX:MRK) valued at $817,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,992 shares of Merck & Co., Inc.. This represents a change in shares of 13.43% 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 Equity 58933Y105 6,797 805 13.43 818 29.68 0.0904
2026-02-13 2025-12-31 13F Merck Equity 58933Y105 5,992 -505 -7.77 631 22.57 0.0702
2025-08-12 2025-06-30 13F Merck Equity 58933Y105 6,497 -414 -5.99 514 -17.10 0.0628
2025-05-12 2025-03-31 13F Merck Equity 58933Y105 6,911 0 0.00 620 -9.75 0.0775
2025-02-12 2024-12-31 13F Merck Equity 58933Y105 6,911 2,441 54.61 688 35.50 0.0873
2024-11-05 2024-09-30 13F Merck Equity 58933Y105 4,470 -735 -14.12 508 -21.27 0.0772
2024-11-05 2024-09-30 13F Merck Equity 58933Y105 4,470 -735 508 0.0772
2024-07-30 2024-06-30 13F Merck Equity 58933Y105 5,205 735 16.44 644 9.34 0.0837
2024-04-15 2024-03-31 13F Merck Equity 58933Y105 4,470 -735 -14.12 590 3.88 0.0921
2024-02-15 2023-12-31 13F Merck Equity 58933Y105 5,205 -1,276 -19.69 567 -14.99 0.0822
2023-11-14 2023-09-30 13F Merck Equity 58933Y105 6,481 -136 -2.06 667 -12.58 0.1098
2023-08-15 2023-06-30 13F Merck Equity 58933Y105 6,617 -470 -6.63 764 1.33 0.1157
2023-05-16 2023-03-31 13F Merck Equity 58933Y105 7,087 -3,359 -32.16 754 -34.97 0.1186
2023-02-15 2022-12-31 13F Merck US Large Cap 58933Y105 10,446 3,981 61.58 1,159 108.27 0.1948
2022-11-08 2022-09-30 13F Merck US Large Cap 58933Y105 6,465 138 2.18 557 -3.47 0.1013
2022-08-16 2022-06-30 13F Merck US Large Cap 58933Y105 6,327 -1,388 -17.99 577 -9.00 0.0977
2022-05-11 2022-03-31 13F Merck US Large Cap 58933Y105 7,715 1,445 23.05 633 31.88 0.0983
2022-02-01 2021-12-31 13F Merck US Large Cap 58933Y105 6,270 2,213 54.55 481 57.89 0.0716
2021-10-28 2021-09-30 13F Merck and US Large Cap 58933Y105 4,057 0 0.00 305 -3.49 0.0489
2021-07-30 2021-06-30 13F Merck US Large Cap 58933Y105 4,057 1,569 63.06 316 64.92 0.0529
2021-05-10 2021-03-31 13F Merck US Large Cap 58933Y105 2,488 0 0.00 192 -5.91 0.0373
2021-02-16 2020-12-31 13F Merck US Large Cap 58933Y105 2,488 2,488 204 0.0428
2020-10-23 2020-09-30 13F Merck US Large Cap 58933Y105 0 -2,488 -100.00 0 -100.00
2020-07-28 2020-06-30 13F Merck US Large Cap 58933Y105 2,488 -1,000 -28.67 192 -28.36 0.0451
2020-05-04 2020-03-31 13F Merck US Large Cap 58933Y105 3,488 -231 -6.21 268 -20.71 0.0798
2020-01-28 2019-12-31 13F Merck US Large Cap 58933Y105 3,719 -78 -2.05 338 5.96 0.0843
2019-10-31 2019-09-30 13F Merck US Large Cap 58933Y105 3,797 282 8.02 320 8.50 0.0961
2019-07-25 2019-06-30 13F Merck US Large Cap 58933Y105 3,515 2,033 137.18 295 139.02 0.0968
2019-04-29 2019-03-31 13F Merck US Large Cap 58933Y105 1,482 -46 -3.01 123 6.03 0.0445
2019-01-29 2018-12-31 13F Merck US Large Cap 58933Y105 1,528 153 11.13 117 18.37 0.0468
2018-11-09 2018-09-30 13F Merck US Large Cap 58933Y105 1,375 202 17.22 98 34.25 0.0327
2018-07-30 2018-06-30 13F Merck US Large Cap 58933Y105 1,173 0 0.00 73 15.87 0.0260
2018-04-17 2018-03-31 13F Merck US Large Cap 58933Y105 1,173 1,173 64 0.0196
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.