Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionFamily Management Corp
Latest Disclosed Ownership35,495 shares
Latest Disclosed Value $ 4,269,694
Family Management Corp reports 778.15% increase in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Family Management Corp filed a 13F-HR form disclosing ownership of 35,495 shares of Merck & Co., Inc. (MX:MRK) valued at $4,269,694 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,042 shares of Merck & Co., Inc.. This represents a change in shares of 778.15% 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)
2026-05-15 2026-03-31 13F MERCK COM 58933Y105 35,495 31,453 778.15 4,270 904.47 0.5120
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 4,042 1,640 68.28 425 111.44 0.0538
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 2,402 -1,825 -43.17 202 -39.82 0.0277
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 4,227 -35,362 -89.32 335 -90.60 0.0501
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 39,589 1,310 3.42 3,554 -6.67 0.5807
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 38,279 1,614 4.40 3,808 -8.55 0.6117
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 36,665 5,750 18.60 4,164 8.78 0.6873
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 30,915 1,098 3.68 3,827 -2.72 0.6723
2024-05-15 2024-03-31 13F MERCK COM 58933Y105 29,817 526 1.80 3,934 23.21 0.7242
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 29,291 24,679 535.10 3,193 573.63 0.6629
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 4,612 -778 -14.43 475 -23.67 0.1078
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 5,390 2,400 80.27 622 95.28 0.1362
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 2,990 -326 -9.83 318 -13.35 0.0732
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 3,316 213 6.86 368 37.45 0.0897
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 3,103 101 3.36 267 -2.55 0.0687
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 3,002 -1,332 -30.73 274 -23.03 0.0738
2022-05-16 2022-03-31 13F MERCK COM 58933Y105 4,334 363 9.14 356 17.11 0.0987
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 3,971 -242 -5.74 304 -3.80 0.0790
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 4,213 -6,362 -60.16 316 -61.56 0.0872
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 10,575 6,595 165.70 822 167.75 0.2176
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 3,980 1,345 51.04 307 42.13 0.0965
2021-02-10 2020-12-31 13F MERCK & CO. COM 58933Y105 2,635 2,635 216 0.0740
2020-11-13 2020-09-30 13F MERCK & CO. COM 58933Y105 0 -9,386 -100.00 0 -100.00
2020-08-13 2020-06-30 13F MERCK & CO. COM 58933Y105 9,386 62 0.66 726 1.26 0.2955
2020-05-06 2020-03-31 13F MERCK & CO. COM 58933Y105 9,324 -4,357 -31.85 717 -42.36 0.3582
2020-02-11 2019-12-31 13F MERCK COM 58933Y105 13,681 4,719 52.66 1,244 64.99 0.4292
2019-11-15 2019-09-30 13F/A-1 MERCK COM 58933Y105 8,962 681 8.22 754 8.65 0.2809
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 8,811 530 742 310,431.6757
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 8,281 -26,479 -76.18 694 -75.99 0.2724
2019-05-14 2019-03-31 13F MERCK COM 58933Y105 34,760 -1,844 -5.04 2,891 3.36 1.2464
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 36,604 -1,662 -4.34 2,797 3.06 1.1718
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 38,266 36 0.09 2,714 16.93 1.5850
2018-08-15 2018-06-30 13F MERCK COM 58933Y105 38,230 32,869 613.11 2,321 694.86 1.4389
2018-05-11 2018-03-31 13F MERCK COM 58933Y105 5,361 0 0.00 292 -3.31 0.2196
2018-02-15 2017-12-31 13F MERCK COM 58933Y105 5,361 225 4.38 302 -8.21 0.2109
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 5,136 0 0.00 329 0.00 0.2253
2017-08-18 2017-06-30 13F MERCK COM 58933Y105 5,136 0 0.00 329 0.92 0.2262
2017-05-15 2017-03-31 13F MERCK COM 58933Y105 5,136 0 0.00 326 7.95 0.2244
2017-02-10 2016-12-31 13F MERCK COM 58933Y105 5,136 0 0.00 302 -5.92 0.2067
2016-11-30 2016-09-30 13F MERCK COM 58933Y105 5,136 0 0.00 321 8.45 0.1815
2016-08-16 2016-06-30 13F MERCK COM 58933Y105 5,136 0 0.00 296 8.82 0.1675
2016-05-16 2016-03-31 13F MERCK & CO INC COM 58933Y105 5,136 -24,057 -82.41 272 -82.36 0.1764
2016-02-09 2015-12-31 13F MERCK & CO INC COM 58933Y105 29,193 -969 -3.21 1,542 3.49 0.7966
2015-11-13 2015-09-30 13F MERCK & CO INC COM 58933Y105 30,162 975 3.34 1,490 -10.35 0.6577
2015-08-14 2015-06-30 13F MERCK & CO INC COM 58933Y105 29,187 24,165 481.18 1,662 475.09 0.6854
2015-05-19 2015-03-31 13F MERCK & CO INC COM 58933Y105 5,022 0 0.00 289 1.40 0.1332
2015-03-03 2014-12-31 13F MERCK & CO INC COM 58933Y105 5,022 0 0.00 285 -4.36 0.1293
2014-11-14 2014-09-30 13F MERCK & CO INC COM 58933Y105 5,022 0 0.00 298 2.41 0.1356
2014-08-13 2014-06-30 13F MERCK & CO INC COM 58933Y105 5,022 0 0.00 291 2.11 0.1417
2014-05-15 2014-03-31 13F MERCK & CO INC COM 58933Y105 5,022 0 0.00 285 13.55 0.1482
2014-02-14 2013-12-31 13F MERCK & CO INC COM 58933Y105 5,022 -101,400 -95.28 251 -95.05 0.1443
2013-11-15 2013-09-30 13F MERCK & CO INC COM 58933Y105 106,422 1,050 1.00 5,067 3.53 3.2761
2013-08-16 2013-06-30 13F MERCK & CO INC COM 58933Y105 105,372 105,372 4,894 2.9749
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.