Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership44,173 shares
Latest Disclosed Value $ 5,313,625
Essex Financial Services, Inc. reports 1.07% increase in ownership of MRK / Merck & Co., Inc.

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 44,173 shares of Merck & Co., Inc. (MX:MRK) valued at $5,313,625 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 43,707 shares of Merck & Co., Inc.. This represents a change in shares of 1.07% 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)
2026-04-24 2026-03-31 13F MERCK COM 58933Y105 44,173 466 1.07 5,314 15.50 0.2981
2026-02-10 2025-12-31 13F MERCK COM 58933Y105 43,707 1,424 3.37 4,601 29.65 0.2617
2025-11-07 2025-09-30 13F MERCK COM 58933Y105 42,283 3,587 9.27 3,549 15.83 0.2123
2025-07-16 2025-06-30 13F MERCK COM 58933Y105 38,696 190 0.49 3,063 -11.37 0.2009
2025-04-25 2025-03-31 13F MERCK COM 58933Y105 38,506 -1,971 -4.87 3,456 -14.16 0.2489
2025-01-29 2024-12-31 13F MERCK COM 58933Y105 40,477 1,660 4.28 4,027 -2.75 0.2845
2024-10-24 2024-09-30 13F MERCK COM 58933Y105 38,817 -7,924 -16.95 4,141 -22.24 0.2977
2024-08-09 2024-06-30 13F/A-1 MERCK COM 58933Y105 46,741 8,664 22.75 5,325 5.97 0.3952
2024-07-31 2024-06-30 13F MERCK COM 58933Y105 45,442 7,365 5,662 0.4211
2024-04-24 2024-03-31 13F MERCK Stock 58933Y105 38,077 1,260 3.42 5,024 25.19 0.4633
2024-02-06 2023-12-31 13F MERCK Stock 58933Y105 36,817 218 0.60 4,014 6.53 0.4150
2023-11-15 2023-09-30 13F MERCK Stock 58933Y105 36,599 -680 -1.82 3,768 -12.42 0.4362
2023-08-09 2023-06-30 13F MERCK Stock 58933Y105 37,279 -1,204 -3.13 4,302 5.06 0.4891
2023-05-11 2023-03-31 13F MERCK Stock 58933Y105 38,483 -505 -1.30 4,094 102,250.00 0.4310
2023-02-10 2022-12-31 13F MERCK Stock 58933Y105 38,988 897 2.35 4 -99.88 0.4583
2022-11-07 2022-09-30 13F MERCK Stock 58933Y105 38,091 1,356 3.69 3,280 -2.06 0.3909
2022-08-01 2022-06-30 13F MERCK Stock 58933Y105 36,735 808 2.25 3,349 13.60 0.3728
2022-04-21 2022-03-31 13F/A-1 MERCK COM 58933Y105 35,927 -3,530 -8.95 2,948 -2.51 0.2829
2022-04-21 2022-03-31 13F MERCK COM 58933Y105 39,457 0 3,024 0.2990
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 39,457 304 0.78 3,024 2.82 0.2990
2021-11-10 2021-09-30 13F MERCK COM 58933Y105 39,153 9,669 32.79 2,941 29.39 0.3362
2021-07-30 2021-06-30 13F MERCK COM 58933Y105 29,484 0 0.00 2,273 0.00 0.3292
2021-05-11 2021-03-31 13F MERCK COM 58933Y105 29,484 -994 -3.26 2,273 -8.82 0.4076
2021-02-05 2020-12-31 13F MERCK COM 58933Y105 30,478 -1,492 -4.67 2,493 -6.00 0.4934
2020-11-10 2020-09-30 13F MERCK COM 58933Y105 31,970 4,458 16.20 2,652 24.68 0.6512
2020-08-06 2020-06-30 13F MERCK COM 58933Y105 27,512 -2,675 -8.86 2,127 -8.44 0.6558
2020-05-15 2020-03-31 13F MERCK COM 58933Y105 30,187 -1,612 -5.07 2,323 -19.67 0.8280
2020-01-30 2019-12-31 13F MERCK COM 58933Y105 31,799 4,526 16.60 2,892 25.96 0.7977
2019-11-04 2019-09-30 13F MERCK COM 58933Y105 27,273 -1,277 -4.47 2,296 -4.09 0.7401
2019-07-30 2019-06-30 13F MERCK COM 58933Y105 28,550 -1,822 -6.00 2,394 -5.23 0.7067
2019-05-02 2019-03-31 13F MERCK COM 58933Y105 30,372 457 1.53 2,526 10.50 0.7633
2019-02-07 2018-12-31 13F MERCK COM 58933Y105 29,915 -4,572 -13.26 2,286 -6.54 0.6997
2018-11-05 2018-09-30 13F MERCK COM 58933Y105 34,487 -317 -0.91 2,446 15.76 0.5385
2018-08-07 2018-06-30 13F MERCK COM 58933Y105 34,804 3,017 9.49 2,113 22.07 0.5090
2018-05-03 2018-03-31 13F MERCK COM 58933Y105 31,787 -8,623 -21.34 1,731 -23.88 0.3394
2018-02-07 2017-12-31 13F MERCK COM 58933Y105 40,410 -3,111 -7.15 2,274 -18.41 0.5405
2017-11-03 2017-09-30 13F MERCK COM 58933Y105 43,521 -793 -1.79 2,787 -1.87 0.6843
2017-08-07 2017-06-30 13F MERCK COM 58933Y105 44,314 -6,720 -13.17 2,840 -12.43 0.5987
2017-05-08 2017-03-31 13F MERCK COM 58933Y105 51,034 -2,282 -4.28 3,243 3.31 0.7452
2017-01-31 2016-12-31 13F MERCK COM 58933Y105 53,316 3,353 6.71 3,139 0.71 0.6731
2016-11-10 2016-09-30 13F MERCK COM 58933Y105 49,963 479 0.97 3,117 9.33 0.7417
2016-07-28 2016-06-30 13F MERCK COM 58933Y105 49,484 -4,096 -7.64 2,851 0.56 0.6897
2016-05-11 2016-03-31 13F MERCK COM 58933Y105 53,580 -1,360 -2.48 2,835 -2.31 0.7021
2016-02-05 2015-12-31 13F MERCK COM 58933Y105 54,940 2,635 5.04 2,902 12.35 0.6968
2015-10-06 2015-09-30 13F MERCK COM 58933Y105 52,305 1,700 3.36 2,583 -10.34 0.6711
2015-07-28 2015-06-30 13F MERCK COM 58933Y105 50,605 -3,319 -6.15 2,881 -7.06 0.7419
2015-05-07 2015-03-31 13F MERCK COM 58933Y105 53,924 -2,947 -5.18 3,100 -4.02 0.7965
2015-01-07 2014-12-31 13F MERCK COM 58933Y105 56,871 1,818 3.30 3,230 -1.04 0.8408
2014-10-31 2014-09-30 13F MERCK COM 58933Y105 55,053 368 0.67 3,264 3.16 0.9756
2014-07-29 2014-06-30 13F MERCK COM 58933Y105 54,685 767 1.42 3,164 3.36 0.9473
2014-05-08 2014-03-31 13F MERCK COM 58933Y105 53,918 -2,126 -3.79 3,061 9.13 0.9998
2014-02-12 2013-12-31 13F/A-1 MERCK COM 58933Y105 56,044 -3,482 -5.85 2,805 -1.02 0.9486
2014-02-11 2013-12-31 13F MERCK COM 58933Y105 56,044 2,805
2013-11-14 2013-09-30 13F MERCK & CO INC NEWCOM COM 58933Y105 59,526 1,431 2.46 2,834 5.00 0.8904
2013-08-14 2013-06-30 13F MERCK NEW COM 58933Y105 58,095 58,095 2,699 0.9438
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.