Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionFirst Heartland Consultants, Inc.
Latest Disclosed Ownership5,839 shares
Latest Disclosed Value $ 702,407
First Heartland Consultants, Inc. reports 1.30% increase in ownership of MRK / Merck & Co., Inc.

On April 8, 2026 - First Heartland Consultants, Inc. filed a 13F-HR form disclosing ownership of 5,839 shares of Merck & Co., Inc. (MX:MRK) valued at $702,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 5,764 shares of Merck & Co., Inc.. This represents a change in shares of 1.30% 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)
2026-04-08 2026-03-31 13F MERCK & CO INC COM 58933Y105 5,839 75 1.30 702 15.84 0.0538
2026-01-09 2025-12-31 13F MERCK & CO INC COM 58933Y105 5,764 3 0.05 607 25.47 0.0460
2025-11-10 2025-09-30 13F MERCK & CO INC COM 58933Y105 5,761 62 1.09 484 7.10 0.0390
2025-08-15 2025-06-30 13F MERCK & CO INC COM 58933Y105 5,699 -1,349 -19.14 451 -28.64 0.0401
2025-05-07 2025-03-31 13F MERCK & CO INC COM 58933Y105 7,048 -474 -6.30 633 -15.51 0.0653
2025-02-18 2024-12-31 13F MERCK & CO INC COM 58933Y105 7,522 -148 -1.93 748 0.0767
2024-11-05 2024-09-30 13F MERCK & CO INC COM 58933Y105 7,670 -352 -4.39 1 0.0937
2024-07-25 2024-06-30 13F MERCK & CO INC COM 58933Y105 8,022 -43 -0.53 1 -100.00 0.0693
2024-05-07 2024-03-31 13F MERCK & CO INC COM 58933Y105 8,065 13 0.16 1 0.1104
2024-02-08 2023-12-31 13F MERCK & CO INC COM 58933Y105 8,052 -1,471 -15.45 1 0.1059
2023-11-09 2023-09-30 13F MERCK & CO INC COM 58933Y105 9,523 224 2.41 1 -100.00 0.1235
2023-07-26 2023-06-30 13F MERCK & CO INC COM 58933Y105 9,299 -335 -3.48 1,073 4.79 0.1391
2023-04-17 2023-03-31 13F MERCK & CO INC COM 58933Y105 9,634 -1,225 -11.28 1,025 -14.95 0.1541
2023-01-13 2022-12-31 13F MERCK & CO INC COM 58933Y105 10,859 -11,379 -51.17 1,205 -37.13 0.1941
2022-10-20 2022-09-30 13F MERCK & CO INC COM 58933Y105 22,238 -2,292 -9.34 1,915 -14.36 0.1643
2022-07-12 2022-06-30 13F MERCK & CO INC COM 58933Y105 24,530 10,485 74.65 2,236 94.10 0.3503
2022-04-21 2022-03-31 13F MERCK & CO INC COM 58933Y105 14,045 3,047 27.71 1,152 36.82 0.1784
2022-02-11 2021-12-31 13F MERCK & CO INC COM 58933Y105 10,998 -863 -7.28 842 -5.50 0.0321
2021-11-15 2021-09-30 13F MERCK & CO INC COM 58933Y105 11,861 -3,411 -22.33 891 -25.00 0.1356
2021-08-16 2021-06-30 13F MERCK & CO INC COM 58933Y105 15,272 -49 -0.32 1,188 0.59 0.1800
2021-05-17 2021-03-31 13F MERCK & CO INC COM 58933Y105 15,321 6,355 70.88 1,181 61.12 0.1877
2021-01-29 2020-12-31 13F MERCK & CO INC COM 58933Y105 8,966 270 3.10 733 1.66 0.1219
2020-10-21 2020-09-30 13F MERCK & CO INC COM 58933Y105 8,696 14 0.16 721 7.45 0.1367
2020-07-16 2020-06-30 13F MERCK & CO INC COM 58933Y105 8,682 122 1.43 671 1.82 0.1323
2020-05-14 2020-03-31 13F MERCK & CO INC COM 58933Y105 8,560 917 12.00 659 -5.18 0.1697
2020-02-13 2019-12-31 13F MERCK & CO INC COM 58933Y105 7,643 129 1.72 695 9.79 0.1368
2019-11-18 2019-09-30 13F MERCK & CO INC COM 58933Y105 7,514 172 2.34 633 2.76 0.1359
2019-08-12 2019-06-30 13F MERCK & CO INC COM 58933Y105 7,342 561 8.27 616 9.22 0.1480
2019-05-15 2019-03-31 13F MERCK & CO INC COM 58933Y105 6,781 2,456 56.79 564 70.91 0.1581
2019-02-12 2018-12-31 13F MERCK & CO INC COM 58933Y105 4,325 -352 -7.53 330 -0.60 0.1232
2018-11-15 2018-09-30 13F MERCK & CO INC COM 58933Y105 4,677 -98 -2.05 332 14.48 0.1039
2018-08-09 2018-06-30 13F MERCK & CO INC COM 58933Y105 4,775 -2,187 -31.41 290 -23.48 0.1022
2018-05-15 2018-03-31 13F MERCK & CO INC COM 58933Y105 6,962 -683 -8.93 379 -11.86 0.1135
2018-02-26 2017-12-31 13F MERCK & CO INC COM 58933Y105 7,645 -16,174 -67.90 430 -71.80 0.1294
2017-11-15 2017-09-30 13F MERCK & CO INC COM 58933Y105 23,819 -121 -0.51 1,525 -0.59 0.3709
2017-07-26 2017-06-30 13F MERCK & CO INC COM 58933Y105 23,940 -267 -1.10 1,534 -0.26 0.3976
2017-05-12 2017-03-31 13F MERCK & CO INC COM 58933Y105 24,207 -120 -0.49 1,538 7.40 0.4292
2017-02-16 2016-12-31 13F MERCK & CO INC COM 58933Y105 24,327 376 1.57 1,432 -4.21 0.4346
2016-11-23 2016-09-30 13F MERCK & CO INC COM 58933Y105 23,951 -287 -1.18 1,495 7.09 0.4341
2016-08-12 2016-06-30 13F MERCK & CO INC COM 58933Y105 24,238 1,084 4.68 1,396 13.96 0.1530
2016-05-10 2016-03-31 13F MERCK & CO INC COM 58933Y105 23,154 390 1.71 1,225 1.91 0.4657
2016-02-05 2015-12-31 13F MERCK & CO INC COM 58933Y105 22,764 12 0.05 1,202 6.94 0.4563
2015-11-12 2015-09-30 13F MERCK & CO INC COM 58933Y105 22,752 621 2.81 1,124 -10.79 0.4694
2015-07-28 2015-06-30 13F MERCK & CO INC COM 58933Y105 22,131 -63 -0.28 1,260 -1.25 0.3429
2015-04-24 2015-03-31 13F MERCK & CO INC COM 58933Y105 22,194 22,194 0.00 1,276 0.4863
2015-02-02 2014-12-31 13F MERCK & CO INC COM 58933Y105 0 -22,620 -100.00 0 -100.00
2014-11-13 2014-09-30 13F MERCK & CO INC COM 58933Y105 22,620 -7,649 -25.27 1,341 -23.42 0.5901
2014-07-16 2014-06-30 13F MERCK & CO INC COM 58933Y105 30,269 91 0.30 1,751 2.22 0.7912
2014-04-30 2014-03-31 13F MERCK & CO INC COM 58933Y105 30,178 884 3.02 1,713 16.85 0.8433
2014-02-14 2013-12-31 13F MERCK & CO INC COM 58933Y105 29,294 1,202 4.28 1,466 7.09 0.8251
2013-11-14 2013-09-30 13F MERCK & CO INC COM 58933Y105 28,092 10,460 59.32 1,369 67.16 0.8271
2013-08-13 2013-06-30 13F MERCK & CO INC COM 58933Y105 17,632 17,632 819 0.4756
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.