Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionFamily Legacy, Inc.
Latest Disclosed Ownership35,188 shares
Latest Disclosed Value $ 4,232,802
Family Legacy, Inc. reports 0.44% decrease in ownership of MRK / Merck & Co., Inc.

On May 12, 2026 - Family Legacy, Inc. filed a 13F-HR form disclosing ownership of 35,188 shares of Merck & Co., Inc. (MX:MRK) valued at $4,232,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 35,344 shares of Merck & Co., Inc.. This represents a change in shares of -0.44% 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 35,188 -156 -0.44 4,233 13.76 1.2717
2026-02-04 2025-12-31 13F MERCK COM 58933Y105 35,344 15 0.04 3,720 25.46 1.1137
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 35,329 173 0.49 2,965 6.58 0.9065
2025-07-23 2025-06-30 13F MERCK COM 58933Y105 35,156 60 0.17 2,783 -11.68 0.9049
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 35,096 269 0.77 3,150 -9.40 1.0809
2025-02-12 2024-12-31 13F MERCK COM 58933Y105 34,827 395 1.15 3,477 -11.07 1.1781
2024-10-15 2024-09-30 13F MERCK COM 58933Y105 34,432 201 0.59 3,910 -7.72 1.2999
2024-07-24 2024-06-30 13F MERCK COM 58933Y105 34,231 -1,032 -2.93 4,238 -8.92 1.5174
2024-04-24 2024-03-31 13F MERCK COM 58933Y105 35,263 -953 -2.63 4,653 17.83 1.6728
2024-01-17 2023-12-31 13F MERCK COM 58933Y105 36,216 6 0.02 3,948 5.93 1.5073
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 36,210 67 0.19 3,728 -10.62 1.5577
2023-08-07 2023-06-30 13F MERCK COM 58933Y105 36,143 -29 -0.08 4,171 8.37 1.6786
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 36,172 648 1.82 3,848 -0.23 1.6463
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 35,524 1,748 5.18 3,858 32.59 1.6868
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 33,776 416 1.25 2,909 -6.85 1.4624
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 33,360 216 0.65 3,123 14.82 1.4805
2022-04-18 2022-03-31 13F/A-1 MERCK COM 58933Y105 33,144 315 0.96 2,720 1.45 1.1337
2022-04-14 2022-03-31 13F MERCK & CO. COM 58933Y105 33,144 315 2,720 1.1337
2022-01-18 2021-12-31 13F MERCK COM 58933Y105 32,829 1,068 3.36 2,681 4.69 1.0960
2021-10-12 2021-09-30 13F MERCK COM 58933Y105 31,761 47 0.15 2,561 5.52 1.1521
2021-07-28 2021-06-30 13F MERCK COM 58933Y105 31,714 67 0.21 2,427 -0.53 1.0825
2021-04-09 2021-03-31 13F MERCK & CO. COM 58933Y105 31,647 451 1.45 2,440 -4.39 1.1645
2021-02-08 2020-12-31 13F MERCK & CO. COM 58933Y105 31,196 201 0.65 2,552 -0.74 1.3182
2020-10-09 2020-09-30 13F MERCK & CO. COM 58933Y105 30,995 1,163 3.90 2,571 11.44 1.4538
2020-07-20 2020-06-30 13F MERCK & CO. COM 58933Y105 29,832 -75 -0.25 2,307 0.26 1.3916
2020-05-12 2020-03-31 13F MERCK & CO. COM 58933Y105 29,907 93 0.31 2,301 -12.91 1.6575
2020-01-14 2019-12-31 13F MERCK COM 58933Y105 29,814 565 1.93 2,642 8.99 1.5028
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 29,249 3,548 13.80 2,424 12.48 1.5110
2019-07-25 2019-06-30 13F MERCK COM 58933Y105 25,701 302 1.19 2,155 4.82 1.6822
2019-05-06 2019-03-31 13F MERCK COM 58933Y105 25,399 -445 -1.72 2,056 4.10 1.6682
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 25,844 -339 -1.29 1,975 6.35 1.7654
2018-11-14 2018-09-30 13F MERCK COM 58933Y105 26,183 -114 -0.43 1,857 16.35 1.5145
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 26,297 -44 -0.17 1,596 11.22 1.3781
2018-05-15 2018-03-31 13F MERCK COM 58933Y105 26,341 -250 -0.94 1,435 -4.08 1.3271
2018-02-01 2017-12-31 13F MERCK COM 58933Y105 26,591 9,591 56.42 1,496 37.50 1.3531
2017-11-15 2017-09-30 13F MERCK COM 58933Y105 17,000 -9,591 -36.07 1,088 -36.15 2.7695
2017-07-11 2017-06-30 13F MERCK COM 58933Y105 26,591 -10 -0.04 1,704 0.83 1.7107
2017-05-09 2017-03-31 13F MERCK COM 58933Y105 26,601 26,601 1,690 1.7620
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.