Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionFirst Citizens Bank & Trust Co
Latest Disclosed Ownership63,208 shares
Latest Disclosed Value $ 7,603,290
First Citizens Bank & Trust Co reports 1.87% increase in ownership of MRK / Merck & Co., Inc.

On May 13, 2026 - First Citizens Bank & Trust Co filed a 13F-HR form disclosing ownership of 63,208 shares of Merck & Co., Inc. (MX:MRK) valued at $7,603,290 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 62,045 shares of Merck & Co., Inc.. This represents a change in shares of 1.87% 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)
2026-05-13 2026-03-31 13F MERCK COM 58933Y105 63,208 1,163 1.87 7,603 16.43 0.1601
2026-02-18 2025-12-31 13F MERCK COM 58933Y105 62,045 47 0.08 6,531 25.50 0.1363
2025-10-31 2025-09-30 13F MERCK COM 58933Y105 61,998 -3,964 -6.01 5,203 -0.34 0.1122
2025-07-30 2025-06-30 13F MERCK COM 58933Y105 65,962 -17,254 -20.73 5,222 -30.10 0.0945
2025-04-14 2025-03-31 13F MERCK COM 58933Y105 83,216 33,378 66.97 7,469 50.68 0.1897
2025-01-21 2024-12-31 13F MERCK COM 58933Y105 49,838 157 0.32 4,958 -12.13 0.0910
2024-10-17 2024-09-30 13F MERCK COM 58933Y105 49,681 -57 -0.11 5,642 -8.38 0.1240
2024-07-19 2024-06-30 13F MERCK COM 58933Y105 49,738 -992 -1.96 6,158 -8.01 0.1162
2024-04-15 2024-03-31 13F MERCK COM 58933Y105 50,730 31,826 168.36 6,694 224.90 0.1282
2024-01-22 2023-12-31 13F MERCK COM 58933Y105 18,904 -834 -4.23 2,061 1.38 0.0374
2023-10-30 2023-09-30 13F MERCK COM 58933Y105 19,738 531 2.76 2,032 -8.30 0.0396
2023-08-15 2023-06-30 13F MERCK COM 58933Y105 19,207 -862 -4.30 2,216 3.79 0.0407
2023-05-11 2023-03-31 13F MERCK COM 58933Y105 20,069 -19,391 -49.14 2,135 53,275.00 0.0426
2023-01-24 2022-12-31 13F MERCK COM 58933Y105 39,460 4,227 12.00 4 -99.87 0.1327
2022-10-20 2022-09-30 13F MERCK COM 58933Y105 35,233 12,993 58.42 3,034 49.68 0.0996
2022-07-26 2022-06-30 13F MERCK COM 58933Y105 22,240 2,734 14.02 2,027 26.61 0.0717
2022-04-26 2022-03-31 13F MERCK COM 58933Y105 19,506 -403 -2.02 1,601 4.91 0.0622
2022-03-11 2021-12-31 13F MERCK COM 58933Y105 19,909 -46,432 -69.99 1,526 -69.38 0.0597
2021-10-15 2021-09-30 13F MERCK COM 58933Y105 66,341 -39 -0.06 4,983 -3.49 0.2380
2021-07-14 2021-06-30 13F MERCK COM 58933Y105 66,380 -1,760 -2.58 5,163 -1.71 0.2447
2021-04-14 2021-03-31 13F MERCK & CO. COM 58933Y105 68,140 1,075 1.60 5,253 -4.25 0.2477
2021-01-13 2020-12-31 13F MERCK & CO. COM 58933Y105 67,065 -3,109 -4.43 5,486 -5.76 0.2802
2020-10-15 2020-09-30 13F MERCK & CO. COM 58933Y105 70,174 -9,065 -11.44 5,821 -5.01 0.4101
2020-07-15 2020-06-30 13F MERCK & CO. COM 58933Y105 79,239 4,778 6.42 6,128 6.96 0.5121
2020-04-17 2020-03-31 13F MERCK & CO. COM 58933Y105 74,461 -12,683 -14.55 5,729 -27.72 0.6925
2020-01-15 2019-12-31 13F/A-1 MERCK COM 58933Y105 87,144 30,713 54.43 7,926 66.83 0.7626
2020-01-15 2019-12-31 13F MERCK COM 58933Y105 56,431 0 4,751 356,379.3479
2019-10-17 2019-09-30 13F MERCK COM 58933Y105 56,431 5,577 10.97 4,751 11.42 0.5725
2019-07-11 2019-06-30 13F/A-1 MERCK COM 58933Y105 50,854 573 1.14 4,264 1.96 0.4651
2019-07-11 2019-06-30 13F MERCK COM 58933Y105 50,281 0 4,182
2019-04-12 2019-03-31 13F MERCK COM 58933Y105 50,281 -408 -0.80 4,182 7.98 0.4660
2019-01-15 2018-12-31 13F MERCK COM 58933Y105 50,689 4,544 9.85 3,873 18.30 0.4710
2018-10-18 2018-09-30 13F MERCK COM 58933Y105 46,145 26,747 137.89 3,274 178.16 0.3636
2018-07-11 2018-06-30 13F MERCK COM 58933Y105 19,398 -316 -1.60 1,177 9.59 0.1445
2018-04-11 2018-03-31 13F MERCK COM 58933Y105 19,714 -938 -4.54 1,074 -7.57 0.1460
2018-01-10 2017-12-31 13F MERCK COM 58933Y105 20,652 -35,202 -63.03 1,162 -67.51 0.1562
2017-10-12 2017-09-30 13F MERCK COM 58933Y105 55,854 -5,229 -8.56 3,576 -8.66 0.4655
2017-07-24 2017-06-30 13F MERCK COM 58933Y105 61,083 -42,408 -40.98 3,915 -40.47 0.5032
2017-04-25 2017-03-31 13F MERCK COM 58933Y105 103,491 -28,425 -21.55 6,576 -15.32 0.7969
2017-02-06 2016-12-31 13F MERCK COM 58933Y105 131,916 -51,397 -28.04 7,766 -32.12 0.8510
2016-10-28 2016-09-30 13F MERCK COM 58933Y105 183,313 154,911 545.42 11,441 598.90 1.0422
2016-07-28 2016-06-30 13F MERCK COM 58933Y105 28,402 -2,816 -9.02 1,637 -0.85 0.1467
2016-04-19 2016-03-31 13F MERCK & CO INC COM 58933Y105 31,218 -12,140 -28.00 1,651 -27.90 0.1379
2016-02-03 2015-12-31 13F MERCK & CO INC COM 58933Y105 43,358 -2,413 -5.27 2,290 1.33 0.1672
2015-11-03 2015-09-30 13F/A-1 MERCK & CO INC COM 58933Y105 45,771 -2,974 -6.10 2,260 -18.56 0.1679
2015-11-03 2015-09-30 13F MERCK & CO INC COM 58933Y105 45,771 2,260
2015-07-29 2015-06-30 13F MERCK & CO INC COM 58933Y105 48,745 -501 -1.02 2,775 -1.94 0.1921
2015-05-14 2015-03-31 13F MERCK & CO INC COM COMMON STOCK 58933Y105 49,246 49,246 0.00 2,830 0.1957
2015-01-27 2014-12-31 13F MERCK & CO INC COM 58933Y105 0 -28,353 -100.00 0 -100.00
2014-10-08 2014-09-30 13F MERCK & CO INC COM 58933Y105 28,353 653 2.36 1,681 4.87 0.1378
2014-08-05 2014-06-30 13F MERCK & CO INC COM 58933Y105 27,700 12,531 82.61 1,603 86.18 0.1366
2014-04-10 2014-03-31 13F MERCK & CO INC COM 58933Y105 15,169 -81,203 -84.26 861 -82.15 0.0779
2014-02-13 2013-12-31 13F MERCK & CO INC COM 58933Y105 96,372 -287,399 -74.89 4,823 -73.60 0.4384
2013-10-25 2013-09-30 13F MERCK & CO INC COM 58933Y105 383,771 5,907 1.56 18,271 4.10 0.6983
2013-08-06 2013-06-30 13F MERCK & CO INC COM 58933Y105 377,864 377,864 17,552 0.7205
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.