Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBlue Edge Capital, LLC
Latest Disclosed Ownership18,891 shares
Latest Disclosed Value $ 2,272,398
Blue Edge Capital, LLC reports 4.64% increase in ownership of MRK / Merck & Co., Inc.

On June 2, 2026 - Blue Edge Capital, LLC filed a 13F-HR form disclosing ownership of 18,891 shares of Merck & Co., Inc. (MX:MRK) valued at $2,272,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,054 shares of Merck & Co., Inc.. This represents a change in shares of 4.64% 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)
2026-06-02 2026-03-31 13F Merck COM 589331107 18,891 837 4.64 2,272 19.58 0.3018
2026-02-12 2025-12-31 13F Merck COM 589331107 18,054 0 0.00 1,900 25.41 0.2543
2025-11-12 2025-09-30 13F Merck COM 589331107 18,054 0 0.00 1,515 6.02 0.2153
2025-08-15 2025-06-30 13F Merck COM 589331107 18,054 -95 -0.52 1,429 -12.28 0.2125
2025-05-13 2025-03-31 13F Merck COM 589331107 18,149 0 0.00 1,629 -9.75 0.2616
2025-02-13 2024-12-31 13F Merck COM 589331107 18,149 0 0.00 1,805 -12.42 0.2840
2024-11-14 2024-09-30 13F Merck COM 589331107 18,149 302 1.69 2,061 -6.70 0.3211
2024-08-07 2024-06-30 13F Microsoft COM 589331107 17,847 0 0.00 2,209 -6.16 0.3656
2024-05-15 2024-03-31 13F Merck COM 589331107 17,847 0 0.00 2,355 21.03 0.3939
2024-02-15 2023-12-31 13F Merck COM 589331107 17,847 0 0.00 1,946 5.88 0.3667
2023-11-14 2023-09-30 13F Merck COM 589331107 17,847 0 0.00 1,837 -10.78 0.3851
2023-08-21 2023-06-30 13F Merck COM 589331107 17,847 0 0.00 2,059 8.48 0.4148
2023-05-16 2023-03-31 13F Merck COM 589331107 17,847 813 4.77 1,899 0.48 0.4105
2023-02-13 2022-12-31 13F Merck COM 589331107 17,034 0 0.00 1,890 28.85 0.4307
2022-11-15 2022-09-30 13F Merck COM 589331107 17,034 0 0.00 1,467 -5.54 0.3633
2022-08-10 2022-06-30 13F Merck COM 589331107 17,034 -260 -1.50 1,553 9.45 0.3609
2022-05-16 2022-03-31 13F Merck COM 589331107 17,294 260 1.53 1,419 8.66 0.2843
2022-02-14 2021-12-31 13F Merck COM 589331107 17,034 0 0.00 1,305 2.03 0.2520
2021-11-15 2021-09-30 13F Merck COM 589331107 17,034 0 0.00 1,279 -3.40 0.2670
2021-08-13 2021-06-30 13F Merck COM 589331107 17,034 0 0.00 1,325 0.84 0.2748
2021-05-12 2021-03-31 13F Merck COM 589331107 17,034 0 0.00 1,313 -5.74 0.2921
2021-02-09 2020-12-31 13F Merck COM 589331107 17,034 0 0.00 1,393 -1.35 0.3365
2020-11-04 2020-09-30 13F Merck COM 589331107 17,034 -385 -2.21 1,413 4.83 0.3847
2020-08-10 2020-06-30 13F Merck COM 589331107 17,419 385 2.26 1,347 2.82 0.4037
2020-05-12 2020-03-31 13F Merck COM 589331107 17,034 4,277 33.53 1,311 12.93 0.4743
2020-02-12 2019-12-31 13F Merck COM 589331107 12,757 -8 -0.06 1,160 8.01 0.3667
2019-11-13 2019-09-30 13F Merck COM 589331107 12,765 0 0.00 1,075 0.37 0.3681
2019-08-13 2019-06-30 13F Merck COM 589331107 12,765 -42 -0.33 1,070 0.85 0.3750
2019-05-14 2019-03-31 13F Merck COM 589331107 12,807 162 1.28 1,062 9.83 0.4029
2019-02-14 2018-12-31 13F Merck COM 589331107 12,645 0 0.00 966 7.69 0.4162
2018-11-15 2018-09-30 13F Merck COM 589331107 12,645 0 0.00 897 16.95 0.3333
2018-08-14 2018-06-30 13F Merck COM 589331107 12,645 0 0.00 768 11.48 0.3071
2018-05-14 2018-03-31 13F Merck COM 589331107 12,645 0 0.00 689 -3.23 0.2775
2018-02-15 2017-12-31 13F Merck COM 589331107 12,645 0 0.00 712 -12.11 0.2842
2017-11-15 2017-09-30 13F Merck COM 589331107 12,645 0 0.00 810 -0.12 0.3695
2017-08-14 2017-06-30 13F Merck COM 589331107 12,645 0 0.00 810 0.87 0.3822
2017-05-16 2017-03-31 13F Merck COM 589331107 12,645 0 0.00 803 7.93 0.4020
2017-02-15 2016-12-31 13F Merck COM 589331107 12,645 0 0.00 744 -5.70 0.4181
2016-11-14 2016-09-30 13F Merck COM 589331107 12,645 0 0.00 789 8.38 0.4311
2016-08-11 2016-06-30 13F Merck COM 589331107 12,645 0 0.00 728 8.82 0.4034
2016-05-13 2016-03-31 13F Merck COM 589331107 12,645 12,645 669 0.3970
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.