Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBlue Chip Partners, Inc.
Latest Disclosed Ownership249,913 shares
Latest Disclosed Value $ 30,062,056
Blue Chip Partners, Inc. reports 2.08% increase in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Blue Chip Partners, Inc. filed a 13F-HR form disclosing ownership of 249,913 shares of Merck & Co., Inc. (MX:MRK) valued at $30,062,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 244,829 shares of Merck & Co., Inc.. This represents a change in shares of 2.08% 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)
2026-05-15 2026-03-31 13F MERCK COM 58933Y105 249,913 5,084 2.08 30,062 16.66 2.1641
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 244,829 16,411 7.18 25,771 34.42 1.8689
2025-11-17 2025-09-30 13F MERCK COM 58933Y105 228,418 11,821 5.46 19,171 11.82 1.4337
2025-08-15 2025-06-30 13F MERCK COM 58933Y105 216,597 26,140 13.72 17,146 0.29 1.3969
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 190,457 41,970 28.27 17,095 15.73 1.4742
2025-01-31 2024-12-31 13F MERCK COM 58933Y105 148,487 -19,929 -11.83 14,771 -22.77 1.2701
2024-11-04 2024-09-30 13F MERCK COM 58933Y105 168,416 5,777 3.55 19,125 -5.01 1.6614
2024-07-29 2024-06-30 13F MERCK COM 58933Y105 162,639 6,961 4.47 20,135 -1.98 1.8602
2024-04-25 2024-03-31 13F MERCK COM 58933Y105 155,678 13,303 9.34 20,542 32.34 1.9946
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 142,375 15,757 12.44 15,522 19.07 1.6190
2023-10-30 2023-09-30 13F MERCK COM 58933Y105 126,618 103,142 439.35 13,035 381.35 1.5535
2023-08-02 2023-06-30 13F MERCK COM 58933Y105 23,476 -299 -1.26 2,709 7.08 0.3079
2023-05-01 2023-03-31 13F MERCK COM 58933Y105 23,775 -1,282 -5.12 2,529 -9.03 0.3000
2023-02-01 2022-12-31 13F MERCK COM 58933Y105 25,057 -837 -3.23 2,780 24.66 0.3459
2022-10-27 2022-09-30 13F MERCK COM 58933Y105 25,894 188 0.73 2,230 -4.86 0.3056
2022-08-01 2022-06-30 13F MERCK COM 58933Y105 25,706 359 1.42 2,344 12.69 0.2988
2022-05-04 2022-03-31 13F MERCK COM 58933Y105 25,347 -1,373 -5.14 2,080 1.56 0.2586
2022-02-08 2021-12-31 13F MERCK COM 58933Y105 26,720 227 0.86 2,048 2.91 0.2570
2021-11-02 2021-09-30 13F MERCK COM 58933Y105 26,493 -1,010 -3.67 1,990 -6.97 0.2795
2021-08-03 2021-06-30 13F MERCK COM 58933Y105 27,503 -1,162 -4.05 2,139 -3.21 0.3054
2021-05-04 2021-03-31 13F MERCK & CO. COM 58933Y105 28,665 -1,640 -5.41 2,210 -10.85 0.3394
2021-02-05 2020-12-31 13F MERCK & CO. COM 58933Y105 30,305 -2,777 -8.39 2,479 -9.66 0.3881
2020-10-27 2020-09-30 13F MERCK & CO. COM 58933Y105 33,082 -446 -1.33 2,744 5.82 0.4886
2020-07-30 2020-06-30 13F MERCK & CO. COM 58933Y105 33,528 -1,277 -3.67 2,593 -3.17 0.5082
2020-05-08 2020-03-31 13F MERCK & CO. COM 58933Y105 34,805 -4,357 -11.13 2,678 -24.82 0.6655
2020-02-11 2019-12-31 13F MERCK COM 58933Y105 39,162 1,148 3.02 3,562 11.31 0.6775
2019-10-29 2019-09-30 13F MERCK COM 58933Y105 38,014 2,366 6.64 3,200 7.06 0.6769
2019-07-31 2019-06-30 13F MERCK COM 58933Y105 35,648 626 1.79 2,989 2.61 0.6699
2019-04-23 2019-03-31 13F MERCK COM 58933Y105 35,022 236 0.68 2,913 9.59 0.6897
2019-02-05 2018-12-31 13F MERCK COM 58933Y105 34,786 -1,178 -3.28 2,658 4.19 0.6684
2018-10-26 2018-09-30 13F MERCK COM 58933Y105 35,964 -1,161 -3.13 2,551 13.18 0.6220
2018-07-25 2018-06-30 13F MERCK COM 58933Y105 37,125 -3,070 -7.64 2,254 2.97 0.5967
2018-04-25 2018-03-31 13F MERCK COM 58933Y105 40,195 -4,246 -9.55 2,189 -12.48 0.6059
2018-01-31 2017-12-31 13F MERCK COM 58933Y105 44,441 -2,449 -5.22 2,501 -16.69 0.7395
2017-11-07 2017-09-30 13F MERCK COM 58933Y105 46,890 -697 -1.46 3,002 -1.57 0.9667
2017-08-07 2017-06-30 13F MERCK COM 58933Y105 47,587 435 0.92 3,050 1.80 1.0632
2017-05-08 2017-03-31 13F MERCK COM 58933Y105 47,152 -3,181 -6.32 2,996 1.11 1.1345
2017-02-01 2016-12-31 13F MERCK COM 58933Y105 50,333 -2,755 -5.19 2,963 -10.56 1.1608
2016-11-04 2016-09-30 13F MERCK COM 58933Y105 53,088 -1,155 -2.13 3,313 6.02 1.4634
2016-08-19 2016-06-30 13F MERCK COM 58933Y105 54,243 -1,255 -2.26 3,125 6.44 1.4067
2016-05-10 2016-03-31 13F MERCK & CO INC COM 58933Y105 55,498 955 1.75 2,936 1.91 1.4285
2016-02-02 2015-12-31 13F MERCK & CO INC COM 58933Y105 54,543 501 0.93 2,881 7.94 1.5007
2015-11-12 2015-09-30 13F MERCK & CO INC COM 58933Y105 54,042 3,571 7.08 2,669 -7.10 1.6990
2015-08-04 2015-06-30 13F MERCK & CO INC COM 58933Y105 50,471 2,910 6.12 2,873 5.08 1.8376
2015-04-28 2015-03-31 13F Merck COM 58933Y105 47,561 -1,732 -3.51 2,734 -2.32 1.8523
2015-02-12 2014-12-31 13F Merck COM 58933Y105 49,293 49,293 2,799 1.9529
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.