Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEdgar Lomax Co/va
Latest Disclosed Ownership152,850 shares
Latest Disclosed Value $ 18,386,326
Edgar Lomax Co/va reports 57.36% decrease in ownership of MRK / Merck & Co., Inc.

On May 12, 2026 - Edgar Lomax Co/va filed a 13F-HR form disclosing ownership of 152,850 shares of Merck & Co., Inc. (MX:MRK) valued at $18,386,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 358,495 shares of Merck & Co., Inc.. This represents a change in shares of -57.36% 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)
2026-05-12 2026-03-31 13F MERCK COM 58933Y105 152,850 -205,645 -57.36 18,386 -51.28 1.3115
2026-02-13 2025-12-31 13F MERCK COM 58933Y105 358,495 -201,705 -36.01 37,735 -19.74 2.8665
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 560,200 -164,405 -22.69 47,018 -18.03 3.6820
2025-08-12 2025-06-30 13F MERCK COM 58933Y105 724,605 -12,015 -1.63 57,360 -13.25 3.6282
2025-05-14 2025-03-31 13F MERCK COM 58933Y105 736,620 105,035 16.63 66,119 5.23 4.1348
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 631,585 631,585 62,830 4.0496
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 0 -277,069 -100.00 0 -100.00
2024-02-09 2023-12-31 13F MERCK COM 58933Y105 277,069 -11,375 -3.94 30,206 1.72 1.9746
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 288,444 -5,255 -1.79 29,695 -12.38 2.0219
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 293,699 -4,121 -1.38 33,890 6.96 2.2318
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 297,820 -580,555 -66.09 31,685 -67.49 2.0378
2023-02-13 2022-12-31 13F MERCK COM 58933Y105 878,375 -5,090 -0.58 97,456 28.09 5.9146
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 883,465 -6,650 -0.75 76,084 -6.25 5.2592
2022-08-10 2022-06-30 13F MERCK COM 58933Y105 890,115 22,305 2.57 81,152 13.97 5.0822
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 867,810 309,360 55.40 71,204 66.36 4.1774
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 558,450 -5,445 -0.97 42,800 1.05 2.5617
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 563,895 -5,635 -0.99 42,354 -4.38 2.7172
2021-08-09 2021-06-30 13F MERCK COM 58933Y105 569,530 -14,950 -2.56 44,292 -1.70 2.7517
2021-05-14 2021-03-31 13F MERCK COM 58933Y105 584,480 584,480 45,058 2.8087
2019-05-15 2019-03-31 13F MERCK COM 58933Y105 0 -524,088 -100.00 0 -100.00
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 524,088 -7,850 -1.48 40,046 6.12 3.0416
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 531,938 -19,170 -3.48 37,736 12.81 2.5331
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 551,108 3,850 0.70 33,452 12.22 2.3498
2018-05-14 2018-03-31 13F MERCK COM 58933Y105 547,258 409,550 297.40 29,809 284.68 2.1421
2018-02-13 2017-12-31 13F MERCK COM 58933Y105 137,708 -4,115 -2.90 7,749 -14.67 0.5291
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 141,823 -12,467 -8.08 9,081 -8.16 0.6410
2017-08-11 2017-06-30 13F MERCK COM 58933Y105 154,290 -4,300 -2.71 9,888 -1.88 0.6757
2017-05-12 2017-03-31 13F MERCK COM 58933Y105 158,590 -1,012,939 -86.46 10,077 -85.39 0.6747
2017-02-13 2016-12-31 13F MERCK COM 58933Y105 1,171,529 -110,742 -8.64 68,968 -13.82 4.4215
2016-11-15 2016-09-30 13F MERCK COM 58933Y105 1,282,271 -670 -0.05 80,027 8.28 4.9555
2016-08-11 2016-06-30 13F MERCK COM 58933Y105 1,282,941 64,157 5.26 73,910 14.61 4.6358
2016-05-16 2016-03-31 13F MERCK COM 58933Y105 1,218,784 163,400 15.48 64,486 15.68 4.4257
2016-02-12 2015-12-31 13F MERCK COM 58933Y105 1,055,384 510,700 93.76 55,745 107.22 4.0889
2015-11-13 2015-09-30 13F MERCK COM 58933Y105 544,684 -19,100 -3.39 26,902 -16.18 2.0428
2015-08-10 2015-06-30 13F MERCK & CO. Com 58933Y105 563,784 -7,050 -1.24 32,096 -2.18 2.1527
2015-05-14 2015-03-31 13F MERCK Com 58933Y105 570,834 15,495 2.79 32,812 4.04 2.1419
2015-02-11 2014-12-31 13F MERCK Com 58933Y105 555,339 3,570 0.65 31,538 -3.58 1.9721
2014-11-13 2014-09-30 13F MERCK Com 58933Y105 551,769 14,170 2.64 32,709 5.17 2.2174
2014-08-13 2014-06-30 13F MERCK Com 58933Y105 537,599 1,875 0.35 31,100 2.26 2.1986
2014-05-15 2014-03-31 13F MERCK Com 58933Y105 535,724 -6,625 -1.22 30,413 12.04 2.2433
2014-02-13 2013-12-31 13F MERCK Com 58933Y105 542,349 20,500 3.93 27,145 9.26 2.0518
2013-11-12 2013-09-30 13F MERCK COM 58933Y105 521,849 -48,300 -8.47 24,845 -6.19 2.0369
2013-08-09 2013-06-30 13F MERCK Com 58933Y105 570,149 570,149 26,483 2.0604
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.