Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBraun Stacey Associates Inc
Latest Disclosed Ownership246,022 shares
Latest Disclosed Value $ 29,593,986
Braun Stacey Associates Inc ownership in MRK / Merck & Co., Inc.

On April 22, 2026 - Braun Stacey Associates Inc filed a 13F-HR form disclosing ownership of 246,022 shares of Merck & Co., Inc. (MX:MRK) valued at $29,593,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 31, 2025 disclosing 0 shares of Merck & Co., Inc..

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)
2026-04-22 2026-03-31 13F MERCK COM 58933Y105 246,022 246,022 29,594 0.9838
2025-01-31 2024-12-31 13F MERCK COM 58933Y105 0 -218,985 -100.00 0 -100.00
2024-11-07 2024-09-30 13F MERCK COM 58933Y105 218,985 -7,853 -3.46 24,868 88,710.71 0.9440
2024-07-29 2024-06-30 13F MERCK COM 58933Y105 226,838 5,314 2.40 28 -3.45 1.0886
2024-04-30 2024-03-31 13F MERCK COM 58933Y105 221,524 6,402 2.98 29 -99.88 1.1563
2024-01-23 2023-12-31 13F MERCK COM 58933Y105 215,122 -5,496 -2.49 23,453 106,500.00 1.0485
2023-11-21 2023-09-30 13F MERCK COM 58933Y105 220,618 -6,392 -2.82 23 -99.92 1.1059
2023-07-28 2023-06-30 13F MERCK COM 58933Y105 227,010 -225,656 -49.85 26,195 -45.61 1.2181
2023-05-08 2023-03-31 13F MERCK COMMON 58933Y105 452,666 225,983 99.69 48,159 91.49 1.2608
2023-02-07 2022-12-31 13F MERCK COMMON 58933Y105 226,683 11,175 5.19 25,150 35.51 1.4347
2022-11-08 2022-09-30 13F MERCK COM 58933Y105 215,508 15,663 7.84 18,560 1.87 1.1279
2022-07-27 2022-06-30 13F MERCK COM 58933Y105 199,845 44,140 28.35 18,220 42.61 1.0383
2022-04-28 2022-03-31 13F MERCK COM 58933Y105 155,705 -15,430 -9.02 12,776 -2.59 0.5268
2022-01-25 2021-12-31 13F MERCK COM 58933Y105 171,135 -75,419 -30.59 13,116 -29.17 0.4785
2021-12-01 2021-09-30 13F MERCK COM 58933Y105 246,554 -168 -0.07 18,518 -3.49 0.7413
2021-07-23 2021-06-30 13F MERCK COM 58933Y105 246,722 1,305 0.53 19,187 1.42 0.7471
2021-04-28 2021-03-31 13F MERCK COM 58933Y105 245,417 6,251 2.61 18,919 -3.30 0.7968
2021-02-03 2020-12-31 13F MERCK COM 58933Y105 239,166 7,981 3.45 19,564 2.02 0.8787
2020-10-27 2020-09-30 13F MERCK COM 58933Y105 231,185 -1,635 -0.70 19,176 6.51 1.0252
2020-08-06 2020-06-30 13F MERCK & CO. COM 58933Y105 232,820 1,360 0.59 18,004 1.10 1.0370
2020-06-09 2020-03-31 13F MERCK COM 58933Y105 231,460 -20,357 -8.08 17,808 -22.25 1.3575
2020-01-24 2019-12-31 13F MERCK COM 58933Y105 251,817 8,115 3.33 22,903 11.64 1.2738
2019-10-31 2019-09-30 13F MERCK COM 58933Y105 243,702 2,595 1.08 20,515 1.47 1.2944
2019-07-25 2019-06-30 13F MERCK COM 58933Y105 241,107 -2,595 -1.06 20,217 -0.26 1.2945
2019-04-25 2019-03-31 13F MERCK COM 58933Y105 243,702 526 0.22 20,269 9.08 1.3466
2019-01-28 2018-12-31 13F MERCK COM 58933Y105 243,176 -26,153 -9.71 18,581 -2.75 1.4722
2018-10-29 2018-09-30 13F MERCK COM 58933Y105 269,329 -8,518 -3.07 19,106 13.29 1.2210
2018-08-01 2018-06-30 13F MERCK COM 58933Y105 277,847 9,056 3.37 16,865 15.19 1.1445
2018-05-01 2018-03-31 13F MERCK COM 58933Y105 268,791 -215 -0.08 14,641 -3.28 1.0071
2018-01-30 2017-12-31 13F MERCK COM 58933Y105 269,006 -22,555 -7.74 15,137 -18.92 1.0143
2017-10-25 2017-09-30 13F MERCK COM 58933Y105 291,561 -24,035 -7.62 18,669 -7.70 1.2762
2017-07-28 2017-06-30 13F MERCK COM 58933Y105 315,596 -15,355 -4.64 20,226 -3.82 1.3128
2017-04-26 2017-03-31 13F MERCK COM 58933Y105 330,951 43,865 15.28 21,029 24.43 1.3342
2017-01-26 2016-12-31 13F MERCK COM 58933Y105 287,086 2,395 0.84 16,900 -4.89 1.1102
2016-11-29 2016-09-30 13F MERCK COM 58933Y105 284,691 196 0.07 17,768 8.41 1.1272
2016-08-19 2016-06-30 13F MERCK COM 58933Y105 284,495 -14,599 -4.88 16,389 3.56 1.0615
2016-05-02 2016-03-31 13F MERCK COM 58933Y105 299,094 -38,073 -11.29 15,825 -11.14 1.0326
2016-01-28 2015-12-31 13F MERCK COM 58933Y105 337,167 21,320 6.75 17,809 14.16 1.1191
2015-12-01 2015-09-30 13F MERCK COM 58933Y105 315,847 -50,577 -13.80 15,600 -25.22 1.0464
2015-08-18 2015-06-30 13F MERCK COM 58933Y105 366,424 52,208 16.62 20,860 15.50 0.8883
2015-04-29 2015-03-31 13F MERCK COM 58933Y105 314,216 314,216 0.00 18,061 1.0584
2015-02-05 2014-12-31 13F MERCK COM 58933Y105 0 -325,236 -100.00 0 -100.00
2014-11-13 2014-09-30 13F MERCK COM 58933Y105 325,236 -10,475 -3.12 19,280 -0.73 1.1890
2014-08-07 2014-06-30 13F MERCK COM 58933Y105 335,711 -14,127 -4.04 19,421 -2.22 1.1553
2014-05-08 2014-03-31 13F MERCK COM 58933Y105 349,838 -4,860 -1.37 19,861 11.87 1.1617
2014-02-20 2013-12-31 13F MERCK COM 58933Y105 354,698 -3,173 -0.89 17,753 4.20 1.0161
2013-11-07 2013-09-30 13F MERCK COMMON 58933Y105 357,871 -3,331 -0.92 17,038 -99.90 1.0485
2013-08-06 2013-06-30 13F MERCK COMMON 58933Y105 361,202 361,202 16,777,827 1.0581
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.