Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionCrestwood Advisors Group LLC
Latest Disclosed Ownership115,212 shares
Latest Disclosed Value $ 13,858,851
Crestwood Advisors Group LLC reports 10.86% increase in ownership of MRK / Merck & Co., Inc.

On May 5, 2026 - Crestwood Advisors Group LLC filed a 13F-HR form disclosing ownership of 115,212 shares of Merck & Co., Inc. (MX:MRK) valued at $13,858,851 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 103,929 shares of Merck & Co., Inc.. This represents a change in shares of 10.86% 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)
2026-05-05 2026-03-31 13F MERCK & CO INC COM Stock 58933Y105 115,212 11,283 10.86 13,859 26.68 0.2323
2026-02-03 2025-12-31 13F MERCK & CO INC COM Stock 58933Y105 103,929 -1,844 -1.74 10,940 23.23 0.1822
2025-11-07 2025-09-30 13F MERCK & CO INC COM Stock 58933Y105 105,773 -4,673 -4.23 8,878 1.54 0.1509
2025-08-05 2025-06-30 13F MERCK & CO INC COM Stock 58933Y105 110,446 695 0.63 8,743 -11.26 0.1566
2025-05-05 2025-03-31 13F MERCK & CO INC COM Stock 58933Y105 109,751 -7,120 -6.09 9,851 -15.27 0.1872
2025-02-04 2024-12-31 13F MERCK & CO INC COM Stock 58933Y105 116,871 -5,896 -4.80 11,626 -16.61 0.2179
2024-10-30 2024-09-30 13F MERCK & CO INC COM Stock 58933Y105 122,767 392 0.32 13,941 -7.97 0.2663
2024-08-01 2024-06-30 13F MERCK & CO INC COM Stock 58933Y105 122,375 1,546 1.28 15,150 -4.98 0.3134
2024-05-08 2024-03-31 13F MERCK & CO INC COM Stock 58933Y105 120,829 2,814 2.38 15,943 23.92 0.3481
2024-02-13 2023-12-31 13F/A-1 MERCK & CO INC COM Stock 58933Y105 118,015 -2,903 -2.40 12,866 3.36 0.2998
2024-01-29 2023-12-31 13F MERCK & CO INC COM Stock 58933Y105 118,015 -2,903 12,866 0.2990
2023-11-15 2023-09-30 13F MERCK & CO INC COM Stock 58933Y105 120,918 12,281 11.30 12,448 -0.69 0.3265
2023-08-15 2023-06-30 13F MERCK & CO INC COM Stock 58933Y105 108,637 -56,809 -34.34 12,536 -28.78 0.3940
2023-05-12 2023-03-31 13F MERCK & CO INC COM Stock 58933Y105 165,446 -4,994 -2.93 17,602 -6.92 0.5864
2023-02-14 2022-12-31 13F MERCK & CO INC COM Stock 58933Y105 170,440 -36,452 -17.62 18,910 6.13 0.6440
2022-10-26 2022-09-30 13F MERCK & CO INC COM Stock 58933Y105 206,892 988 0.48 17,818 -5.08 0.6321
2022-07-07 2022-06-30 13F MERCK & CO INC COM Stock 58933Y105 205,904 1,166 0.57 18,772 11.74 0.6319
2022-04-12 2022-03-31 13F MERCK & CO INC COM Stock 58933Y105 204,738 -4,154 -1.99 16,799 4.93 0.4710
2022-02-15 2021-12-31 13F MERCK & CO INC COM Stock 58933Y105 208,892 -5,980 -2.78 16,009 -0.81 0.4155
2021-11-03 2021-09-30 13F MERCK & CO INC COM Stock 58933Y105 214,872 -9,033 -4.03 16,139 -7.32 0.4572
2021-08-13 2021-06-30 13F MERCK & CO INC COM Stock 58933Y105 223,905 10,623 4.98 17,413 5.91 0.5039
2021-04-21 2021-03-31 13F MERCK & CO. INC COM Stock 58933Y105 213,282 -2,225 -1.03 16,442 -6.73 0.5169
2021-02-09 2020-12-31 13F MERCK & CO. INC COM Stock 58933Y105 215,507 45,160 26.51 17,628 24.76 0.5809
2020-10-06 2020-09-30 13F MERCK & CO. INC COM Stock 58933Y105 170,347 -1,331 -0.78 14,130 6.43 0.5306
2020-08-14 2020-06-30 13F MERCK & CO. INC COM Stock 58933Y105 171,678 28,270 19.71 13,276 20.32 0.5316
2020-05-15 2020-03-31 13F MERCK & CO. INC COM Stock 58933Y105 143,408 1,351 0.95 11,034 -14.60 0.5474
2020-02-12 2019-12-31 13F MERCK & CO INC COM Stock 58933Y105 142,057 2,333 1.67 12,920 9.85 0.5120
2019-11-13 2019-09-30 13F MERCK & CO INC COM Stock 58933Y105 139,724 9,839 7.58 11,762 8.00 0.5172
2019-08-14 2019-06-30 13F MERCK & CO INC COM Stock 58933Y105 129,885 119,295 1,126.49 10,891 1,136.21 0.4932
2019-05-09 2019-03-31 13F MERCK & CO INC COM Stock 58933Y105 10,590 1,284 13.80 881 23.91 0.0631
2019-02-14 2018-12-31 13F MERCK & CO INC COM Stock 58933Y105 9,306 -657 -6.59 711 0.57 0.0566
2018-11-14 2018-09-30 13F MERCK & CO INC COM Stock 58933Y105 9,963 0 0.00 707 6.32 0.0496
2018-08-14 2018-06-30 13F MERCK & CO INC COM Stock 58933Y105 9,963 -529 -5.04 665 16.46 0.0484
2018-05-14 2018-03-31 13F MERCK & CO INC COM Stock 58933Y105 10,492 -1,400 -11.77 571 -14.65 0.0447
2018-01-11 2017-12-31 13F MERCK & CO INC COM Stock 58933Y105 11,892 -857 -6.72 669 -18.01 0.0532
2017-11-20 2017-09-30 13F MERCK & CO INC COM Stock 58933Y105 12,749 586 4.82 816 4.62 0.0700
2017-07-31 2017-06-30 13F MERCK & CO INC COM Stock 58933Y105 12,163 -189 -1.53 780 0.78 0.0664
2017-05-03 2017-03-31 13F/A-1 MERCK & CO INC COM Stock 58933Y105 12,352 139 1.14 774 7.65 0.0683
2017-04-24 2017-03-31 13F MERCK & CO INC COM Stock 58933Y105 12,243 778
2017-01-12 2016-12-31 13F Merck & Co Inc COM 58933Y105 12,213 720 6.26 719 0.28 0.0696
2016-11-03 2016-09-30 13F Merck & Co Inc COM 58933Y105 11,493 -156 -1.34 717 6.86 0.0857
2016-08-15 2016-06-30 13F Merck & Co Inc COM 58933Y105 11,649 -200 -1.69 671 7.02 0.0829
2016-05-16 2016-03-31 13F Merck & Co Inc COM 58933Y105 11,849 -2,573 -17.84 627 -17.72 0.0740
2016-02-12 2015-12-31 13F Merck & Co Inc COM 58933Y105 14,422 1,501 11.62 762 19.44 0.0919
2015-11-16 2015-09-30 13F Merck & Co Inc COM 58933Y105 12,921 -2,694 -17.25 638 -28.23 0.0829
2015-08-13 2015-06-30 13F Merck & Co Inc COM 58933Y105 15,615 3,135 25.12 889 23.99 0.1184
2015-05-11 2015-03-31 13F Merck & Co Inc COM 58933Y105 12,480 -289 -2.26 717 -1.10 0.1022
2015-02-18 2014-12-31 13F Merck & Co Inc COM 58933Y105 12,769 -510 -3.84 725 -7.88 0.1091
2014-10-16 2014-09-30 13F MERCK & CO INC COM 58933Y105 13,279 20 0.15 787 2.61 0.1232
2014-08-01 2014-06-30 13F MERCK & CO INC COM 58933Y105 13,259 61 0.46 767 2.40 0.1224
2014-04-14 2014-03-31 13F MERCK & CO INC COM 58933Y105 13,198 -408 -3.00 749 9.99 0.1223
2014-02-13 2013-12-31 13F MERCK & CO INC COM 58933Y105 13,606 -362 -2.59 681 2.41 0.1087
2013-11-14 2013-09-30 13F MERCK & CO INC COM 58933Y105 13,968 900 6.89 665 9.56 0.1166
2013-08-09 2013-06-30 13F MERCK & CO INC COM 58933Y105 13,068 13,068 607 0.1123
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.