Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionCambridge Advisors Inc.
Latest Disclosed Ownership7,796 shares
Latest Disclosed Value $ 937,769
Cambridge Advisors Inc. reports 0.15% increase in ownership of MRK / Merck & Co., Inc.

On April 16, 2026 - Cambridge Advisors Inc. filed a 13F-HR form disclosing ownership of 7,796 shares of Merck & Co., Inc. (MX:MRK) valued at $937,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,784 shares of Merck & Co., Inc.. This represents a change in shares of 0.15% 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)
2026-04-16 2026-03-31 13F MERCK COM 58933Y105 7,796 12 0.15 938 14.41 0.1820
2026-01-21 2025-12-31 13F MERCK COM 58933Y105 7,784 -286 -3.54 819 20.97 0.1560
2025-10-15 2025-09-30 13F MERCK COM 58933Y105 8,070 14 0.17 677 6.28 0.1324
2025-07-16 2025-06-30 13F MERCK COM 58933Y105 8,056 -485 -5.68 638 -16.84 0.1333
2025-04-24 2025-03-31 13F MERCK COM 58933Y105 8,541 12 0.14 767 -9.67 0.1679
2025-01-16 2024-12-31 13F MERCK COM 58933Y105 8,529 -2,990 -25.96 848 -35.17 0.1894
2024-10-23 2024-09-30 13F MERCK COM 58933Y105 11,519 -51 -0.44 1,308 -8.66 0.2858
2024-07-11 2024-06-30 13F MERCK COM 58933Y105 11,570 154 1.35 1,432 -4.91 0.3328
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 11,416 524 4.81 1,506 26.87 0.3552
2024-01-17 2023-12-31 13F MERCK COM 58933Y105 10,892 10 0.09 1,187 5.98 0.2983
2023-10-18 2023-09-30 13F MERCK COM 58933Y105 10,882 -891 -7.57 1,120 -17.53 0.3008
2023-07-13 2023-06-30 13F MERCK COM 58933Y105 11,773 -2,216 -15.84 1,358 -8.74 0.3476
2023-04-13 2023-03-31 13F MERCK COM 58933Y105 13,989 150 1.08 1,488 -3.06 0.3810
2023-01-23 2022-12-31 13F MERCK COM 58933Y105 13,839 -5 -0.04 1,535 28.78 0.4121
2022-10-17 2022-09-30 13F MERCK COM 58933Y105 13,844 -390 -2.74 1,192 -8.17 0.3416
2022-07-18 2022-06-30 13F MERCK COM 58933Y105 14,234 -550 -3.72 1,298 7.01 0.3547
2022-05-05 2022-03-31 13F MERCK COM 58933Y105 14,784 11 0.07 1,213 7.16 0.2891
2022-01-14 2021-12-31 13F MERCK COM 58933Y105 14,773 283 1.95 1,132 4.04 0.2557
2021-10-19 2021-09-30 13F MERCK COM 58933Y105 14,490 11 0.08 1,088 -3.37 0.2651
2021-07-21 2021-06-30 13F MERCK COM 58933Y105 14,479 -79 -0.54 1,126 0.36 0.2723
2021-04-22 2021-03-31 13F MERCK & CO. COM 58933Y105 14,558 10 0.07 1,122 -5.71 0.2867
2021-01-25 2020-12-31 13F MERCK & CO. COM 58933Y105 14,548 10 0.07 1,190 -1.33 0.3203
2020-10-15 2020-09-30 13F MERCK & CO. COM 58933Y105 14,538 10 0.07 1,206 7.39 0.3552
2020-07-17 2020-06-30 13F MERCK & CO. COM 58933Y105 14,528 10 0.07 1,123 0.54 0.3517
2020-04-21 2020-03-31 13F MERCK & CO. COM 58933Y105 14,518 58 0.40 1,117 -15.06 0.4069
2020-01-28 2019-12-31 13F MERCK COM 58933Y105 14,460 -229 -1.56 1,315 6.31 0.4012
2019-10-25 2019-09-30 13F MERCK COM 58933Y105 14,689 -292 -1.95 1,237 -1.51 0.4080
2019-07-26 2019-06-30 13F MERCK COM 58933Y105 14,981 -2,341 -13.51 1,256 -12.84 0.4146
2019-04-16 2019-03-31 13F MERCK COM 58933Y105 17,322 -1,219 -6.57 1,441 1.69 0.4907
2019-01-29 2018-12-31 13F MERCK COM 58933Y105 18,541 -492 -2.58 1,417 4.96 0.5272
2018-10-24 2018-09-30 13F MERCK COM 58933Y105 19,033 10 0.05 1,350 16.88 0.4559
2018-07-30 2018-06-30 13F MERCK COM 58933Y105 19,023 944 5.22 1,155 17.26 0.4083
2018-04-18 2018-03-31 13F MERCK COM 58933Y105 18,079 420 2.38 985 -0.91 0.3532
2018-01-26 2017-12-31 13F MERCK COM 58933Y105 17,659 -23 -0.13 994 -12.19 0.3587
2017-10-27 2017-09-30 13F MERCK COM 58933Y105 17,682 -500 -2.75 1,132 -2.83 0.4353
2017-07-24 2017-06-30 13F MERCK COM 58933Y105 18,182 -1,000 -5.21 1,165 -4.43 0.4709
2017-04-20 2017-03-31 13F MERCK COM 58933Y105 19,182 0 0.00 1,219 7.97 0.5028
2017-01-24 2016-12-31 13F MERCK COM 58933Y105 19,182 0 0.00 1,129 -5.68 0.4989
2016-10-21 2016-09-30 13F MERCK COM 58933Y105 19,182 0 0.00 1,197 8.33 0.5297
2016-07-26 2016-06-30 13F MERCK COM 58933Y105 19,182 0 0.00 1,105 8.87 0.5049
2016-04-25 2016-03-31 13F MERCK & CO INC COM 58933Y105 19,182 0 0.00 1,015 0.20 0.4710
2016-01-28 2015-12-31 13F Merck Common Stock 58933Y105 19,182 -75 -0.39 1,013 6.52 0.5742
2015-10-23 2015-09-30 13F Merck Common Stock 58933Y105 19,257 600 3.22 951 -10.45 0.5617
2015-07-28 2015-06-30 13F Merck Common Stock 58933Y105 18,657 -26,925 -59.07 1,062 -42.69 0.5984
2015-05-06 2015-03-31 13F Microsoft Common Stock 58933Y105 45,582 26,925 144.32 1,853 74.81 1.0760
2015-02-17 2014-12-31 13F Merck Common Stock 58933Y105 18,657 18,657 1,060 0.6483
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.