Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionContravisory Investment Management, Inc.
Latest Disclosed Ownership77,298 shares
Latest Disclosed Value $ 9,298,176
Contravisory Investment Management, Inc. reports 9.00% increase in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - Contravisory Investment Management, Inc. filed a 13F-HR form disclosing ownership of 77,298 shares of Merck & Co., Inc. (MX:MRK) valued at $9,298,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 70,913 shares of Merck & Co., Inc.. This represents a change in shares of 9.00% 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)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 77,298 6,385 9.00 9,298 24.57 1.9051
2026-01-12 2025-12-31 13F MERCK COM 58933Y105 70,913 70,550 19,435.26 7,464 24,780.00 1.4787
2025-10-09 2025-09-30 13F MERCK COM 58933Y105 363 -320 -46.85 30 -44.44 0.0059
2025-07-10 2025-06-30 13F MERCK COM 58933Y105 683 -400 -36.93 54 -44.33 0.0106
2025-04-10 2025-03-31 13F MERCK COM 58933Y105 1,083 1,083 97 0.0205
2024-04-11 2024-03-31 13F MERCK COM 58933Y105 0 -74,277 -100.00 0 -100.00
2024-01-11 2023-12-31 13F MERCK COM 58933Y105 74,277 -657 -0.88 8,098 4.96 1.9847
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 74,934 -3,146 -4.03 7,714 -14.37 2.1838
2023-07-12 2023-06-30 13F MERCK COM 58933Y105 78,080 522 0.67 9,010 9.19 2.3811
2023-04-12 2023-03-31 13F MERCK COM 58933Y105 77,558 -1,074 -1.37 8,251 -5.42 2.3283
2023-01-13 2022-12-31 13F MERCK COM 58933Y105 78,632 4,511 6.09 8,724 36.68 2.4190
2022-10-12 2022-09-30 13F MERCK COM 58933Y105 74,121 -327 -0.44 6,383 -5.95 2.1302
2022-07-13 2022-06-30 13F MERCK COM 58933Y105 74,448 74,188 28,533.85 6,787 32,219.05 2.2017
2022-04-08 2022-03-31 13F MERCK & CO. COM 58933Y105 260 260 21 0.0060
2020-07-09 2020-06-30 13F MERCK & CO. COM 58933Y105 0 -1,129 -100.00 0 -100.00
2020-04-09 2020-03-31 13F MERCK & CO. COM 58933Y105 1,129 0 0.00 87 -15.53 0.0386
2020-01-09 2019-12-31 13F MERCK COM 58933Y105 1,129 129 12.90 103 22.62 0.0377
2019-10-07 2019-09-30 13F MERCK COM 58933Y105 1,000 142 16.55 84 16.67 0.0319
2019-07-09 2019-06-30 13F MERCK COM 58933Y105 858 141 19.67 72 20.00 0.0278
2019-04-08 2019-03-31 13F MERCK COM 58933Y105 717 64 9.80 60 20.00 0.0233
2019-01-14 2018-12-31 13F MERCK COM 58933Y105 653 425 186.40 50 212.50 0.0216
2018-10-11 2018-09-30 13F MERCK COM 58933Y105 228 228 16 0.0057
2018-04-09 2018-03-31 13F MERCK COM 58933Y105 0 -8 -100.00 0 0.0000
2018-01-18 2017-12-31 13F MERCK COM 58933Y105 8 -241 -96.79 0 -100.00
2017-10-12 2017-09-30 13F MERCK COM 58933Y105 249 249 16 0.0057
2017-07-25 2017-06-30 13F Merck com 58933Y105 0 -49 -100.00 0 -100.00
2017-04-07 2017-03-31 13F Merck com 58933Y105 49 0 0.00 3 0.00 0.0011
2017-01-12 2016-12-31 13F Merck com 58933Y105 49 0 0.00 3 0.00 0.0010
2016-10-11 2016-09-30 13F Merck com 58933Y105 49 49 0.00 3 0.0010
2016-04-11 2016-03-31 13F Merck com 58933Y105 0 0 0 0.0000
2016-01-12 2015-12-31 13F Merck com 58933Y105 0 -180,559 -100.00 0 -100.00
2015-10-15 2015-09-30 13F Merck com 58933Y105 180,559 -792 -0.44 8,918 -13.62 2.0960
2015-07-09 2015-06-30 13F Merck com 58933Y105 181,351 -9,607 -5.03 10,324 -5.94 2.2460
2015-04-14 2015-03-31 13F Merck com 58933Y105 190,958 1,765 0.93 10,976 2.16 2.2030
2015-01-12 2014-12-31 13F Merck com 58933Y105 189,193 -2,713 -1.41 10,744 -5.56 2.1711
2014-10-10 2014-09-30 13F Merck com 58933Y105 191,906 191,556 54,730.29 11,376 56,780.00 2.3721
2014-04-16 2014-03-31 13F Merck com 58933Y105 350 350 20 0.0039
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.