Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionDouglas Lane & Associates, LLC
Latest Disclosed Ownership561,892 shares
Latest Disclosed Value $ 67,590,034
Douglas Lane & Associates, LLC reports 0.70% decrease in ownership of MRK / Merck & Co., Inc.

On April 15, 2026 - Douglas Lane & Associates, LLC filed a 13F-HR form disclosing ownership of 561,892 shares of Merck & Co., Inc. (MX:MRK) valued at $67,590,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 565,829 shares of Merck & Co., Inc.. This represents a change in shares of -0.70% 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)
2026-04-15 2026-03-31 13F MERCK COMMON 58933Y105 561,892 -3,937 -0.70 67,590 13.48 0.9747
2026-01-22 2025-12-31 13F MERCK COMMON 58933Y105 565,829 26,479 4.91 59,559 31.57 0.8175
2025-10-10 2025-09-30 13F MERCK COMMON 58933Y105 539,350 19,449 3.74 45,268 9.99 0.6307
2025-07-07 2025-06-30 13F MERCK COMMON 58933Y105 519,901 8,486 1.66 41,155 -10.35 0.5965
2025-04-09 2025-03-31 13F MERCK COMMON 58933Y105 511,415 -8,174 -1.57 45,905 -11.19 0.6765
2025-01-08 2024-12-31 13F MERCK COMMON 58933Y105 519,589 16,392 3.26 51,689 -9.55 0.7289
2024-10-10 2024-09-30 13F MERCK COMMON 58933Y105 503,197 -8,095 -1.58 57,143 -9.72 0.7854
2024-07-08 2024-06-30 13F MERCK COMMON 58933Y105 511,292 -15,953 -3.03 63,298 -9.02 0.8991
2024-04-11 2024-03-31 13F MERCK COMMON 58933Y105 527,245 23,765 4.72 69,570 26.74 0.9830
2024-01-17 2023-12-31 13F MERCK COMMON 58933Y105 503,480 1,142 0.23 54,889 6.14 0.8456
2023-10-16 2023-09-30 13F MERCK COMMON 58933Y105 502,338 -5,805 -1.14 51,716 -11.80 0.8679
2023-07-19 2023-06-30 13F MERCK COMMON 58933Y105 508,143 -15,405 -2.94 58,635 5.27 0.9469
2023-04-17 2023-03-31 13F MERCK COMMON 58933Y105 523,548 -14,584 -2.71 55,700 -6.71 0.9264
2023-02-14 2022-12-31 13F/A-1 MERCK COMMON 58933Y105 538,132 -31,234 -5.49 59,706 21.76 0.9979
2023-01-17 2022-12-31 13F MERCK COMMON 58933Y105 538,877 -30,489 60 0.9961
2022-10-14 2022-09-30 13F MERCK COMMON 58933Y105 569,366 -3,902 -0.68 49,034 -6.18 0.9060
2022-07-18 2022-06-30 13F MERCK COMMON 58933Y105 573,268 -6,227 -1.07 52,265 9.92 0.8875
2022-04-25 2022-03-31 13F MERCK COMMON 58933Y105 579,495 -3,786 -0.65 47,548 6.36 0.6713
2022-01-25 2021-12-31 13F MERCK COMMON 58933Y105 583,281 15,249 2.68 44,703 4.78 0.5947
2021-10-21 2021-09-30 13F MERCK COMMON 58933Y105 568,032 45,775 8.76 42,665 5.04 0.6106
2021-07-19 2021-06-30 13F MERCK COMMON 58933Y105 522,257 37,018 7.63 40,616 8.58 0.5695
2021-04-19 2021-03-31 13F MERCK COMMON 58933Y105 485,239 21,704 4.68 37,407 -1.35 0.5797
2021-01-14 2020-12-31 13F MERCK COMMON 58933Y105 463,535 -1,072 -0.23 37,917 -1.61 0.6351
2020-10-19 2020-09-30 13F MERCK COMMON 58933Y105 464,607 13,056 2.89 38,539 10.37 0.7630
2020-07-28 2020-06-30 13F MERCK COMMON 58933Y105 451,551 2,028 0.45 34,918 0.96 0.7498
2020-04-20 2020-03-31 13F MERCK COMMON 58933Y105 449,523 -27,371 -5.74 34,586 -20.26 0.9097
2020-01-27 2019-12-31 13F MERCK COMMON 58933Y105 476,894 5,661 1.20 43,373 9.34 0.8066
2019-10-16 2019-09-30 13F MERCK COMMON 58933Y105 471,233 -4,324 -0.91 39,668 -0.52 0.7900
2019-07-08 2019-06-30 13F MERCK COMMON 58933Y105 475,557 -17,160 -3.48 39,875 -2.69 0.7766
2019-04-23 2019-03-31 13F MERCK COMMON 58933Y105 492,717 -14,925 -2.94 40,979 5.65 0.8499
2019-01-17 2018-12-31 13F MERCK COMMON 58933Y105 507,642 -12,685 -2.44 38,789 5.09 0.9150
2018-10-09 2018-09-30 13F MERCK & CO INC COMMON 58933Y105 520,327 308 0.06 36,912 16.94 0.7256
2018-07-23 2018-06-30 13F MERCK & CO INC COMMON 58933Y105 520,019 3,418 0.66 31,565 12.18 0.6689
2018-04-23 2018-03-31 13F MERCK & CO INC COMMON 58933Y105 516,601 60,676 13.31 28,139 9.68 0.6117
2018-01-24 2017-12-31 13F MERCK & CO INC COMMON 58933Y105 455,925 21,791 5.02 25,655 -7.71 0.5411
2017-10-19 2017-09-30 13F MERCK & CO INC COMMON 58933Y105 434,134 -7,348 -1.66 27,798 -1.76 0.6376
2017-07-19 2017-06-30 13F MERCK & CO INC COMMON 58933Y105 441,482 -7,452 -1.66 28,295 -0.81 0.6668
2017-04-21 2017-03-31 13F MERCK & CO INC COMMON 58933Y105 448,934 -8,695 -1.90 28,525 5.88 0.7107
2017-01-17 2016-12-31 13F MERCK & CO INC COMMON 58933Y105 457,629 -16,871 -3.56 26,941 -9.03 0.6872
2016-10-28 2016-09-30 13F MERCK & CO INC COMMON 58933Y105 474,500 -11,865 -2.44 29,614 5.69 0.7895
2016-07-25 2016-06-30 13F MERCK & CO INC COMMON 58933Y105 486,365 -5,871 -1.19 28,019 7.58 0.8042
2016-04-22 2016-03-31 13F MERCK & CO INC COMMON 58933Y105 492,236 492,236 26,044 0.7119
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.