Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionForbes J M & Co Llp
Latest Disclosed Ownership171,751 shares
Latest Disclosed Value $ 20,659,928
Forbes J M & Co Llp reports 0.46% increase in ownership of MRK / Merck & Co., Inc.

On April 16, 2026 - Forbes J M & Co Llp filed a 13F-HR form disclosing ownership of 171,751 shares of Merck & Co., Inc. (MX:MRK) valued at $20,659,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 170,967 shares of Merck & Co., Inc.. This represents a change in shares of 0.46% 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)
2026-04-16 2026-03-31 13F MERCK COM 58933Y105 171,751 784 0.46 20,660 14.80 1.7324
2026-01-21 2025-12-31 13F MERCK COM 58933Y105 170,967 1,520 0.90 17,996 26.54 1.4571
2025-10-28 2025-09-30 13F MERCK COM 58933Y105 169,447 1,658 0.99 14,222 7.07 1.1819
2025-07-18 2025-06-30 13F MERCK COM 58933Y105 167,789 -135 -0.08 13,282 -11.88 1.2149
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 167,924 2,567 1.55 15,073 -8.37 1.4598
2025-01-28 2024-12-31 13F MERCK COM 58933Y105 165,357 2,621 1.61 16,450 -10.99 1.5833
2024-10-24 2024-09-30 13F MERCK COM 58933Y105 162,736 -2,270 -1.38 18,480 -9.53 1.8048
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 165,006 3,112 1.92 20,428 -4.37 2.0932
2024-04-11 2024-03-31 13F MERCK COM 58933Y105 161,894 -1,855 -1.13 21,362 19.66 2.3155
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 163,749 3,291 2.05 17,852 8.06 2.0743
2023-11-02 2023-09-30 13F MERCK COM 58933Y105 160,458 -32,409 -16.80 16,519 74,986.36 2.1471
2023-08-03 2023-06-30 13F MERCK COM 58933Y105 192,867 -19,304 -9.10 22 0.00 2.7692
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 212,171 2,687 1.28 23 -4.35 3.0870
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 209,484 640 0.31 23 -99.87 3.3542
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 208,844 3,971 1.94 17,986 -3.70 2.8134
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 204,873 -418 -0.20 18,678 10.89 2.7489
2022-05-09 2022-03-31 13F MERCK COM 58933Y105 205,291 518 0.25 16,844 7.33 2.1300
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 204,773 1,043 0.51 15,694 2.56 1.8026
2021-11-05 2021-09-30 13F MERCK COM 58933Y105 203,730 2,330 1.16 15,302 -2.30 1.9314
2021-08-03 2021-06-30 13F MERCK COM 58933Y105 201,400 1,047 0.52 15,663 1.41 1.9757
2021-05-14 2021-03-31 13F MERCK COM 58933Y105 200,353 2,757 1.40 15,445 -4.44 2.1526
2021-02-11 2020-12-31 13F MERCK COM 58933Y105 197,596 2,392 1.23 16,163 -0.18 2.3766
2020-11-13 2020-09-30 13F MERCK COM 58933Y105 195,204 4,744 2.49 16,192 9.94 2.5908
2020-08-10 2020-06-30 13F MERCK COM 58933Y105 190,460 90 0.05 14,728 0.55 2.6271
2020-05-15 2020-03-31 13F MERCK COM 58933Y105 190,370 3,926 2.11 14,647 -13.62 3.2698
2020-02-07 2019-12-31 13F MERCK COM 58933Y105 186,444 13,036 7.52 16,957 16.17 2.7744
2019-11-07 2019-09-30 13F MERCK COM 58933Y105 173,408 981 0.57 14,597 0.96 2.8078
2019-08-02 2019-06-30 13F MERCK COM 58933Y105 172,427 16,060 10.27 14,458 11.17 2.7908
2019-05-07 2019-03-31 13F MERCK COM 58933Y105 156,367 1,680 1.09 13,005 10.03 2.7860
2019-01-25 2018-12-31 13F MERCK COM 58933Y105 154,687 -1,737 -1.11 11,820 6.52 2.7926
2018-11-02 2018-09-30 13F MERCK COM 58933Y105 156,424 -442 -0.28 11,097 16.54 2.3591
2018-08-10 2018-06-30 13F MERCK COM 58933Y105 156,866 462 0.30 9,522 11.77 2.1315
2018-04-18 2018-03-31 13F MERCK COM 58933Y105 156,404 1,695 1.10 8,519 -2.14 1.9837
2018-02-09 2017-12-31 13F MERCK COM 58933Y105 154,709 2,674 1.76 8,705 -10.57 2.0102
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 152,035 -1,801 -1.17 9,734 -1.27 2.4277
2017-08-10 2017-06-30 13F MERCK COM 58933Y105 153,836 -1,052 -0.68 9,859 0.17 2.5098
2017-05-12 2017-03-31 13F MERCK COM 58933Y105 154,888 -978 -0.63 9,842 7.27 2.5684
2017-02-15 2016-12-31 13F MERCK COM 58933Y105 155,866 516 0.33 9,175 -5.36 2.5254
2016-11-14 2016-09-30 13F MERCK COM 58933Y105 155,350 -25 -0.02 9,695 8.31 2.6486
2016-08-05 2016-06-30 13F MERCK COM 58933Y105 155,375 1,841 1.20 8,951 10.19 2.4768
2016-05-13 2016-03-31 13F MERCK COM 58933Y105 153,534 865 0.57 8,123 0.74 2.3192
2016-02-12 2015-12-31 13F MERCK COM 58933Y105 152,669 -589 -0.38 8,063 6.53 2.1566
2015-11-12 2015-09-30 13F MERCK COM 58933Y105 153,258 -39,641 -20.55 7,569 -31.08 2.1535
2015-07-24 2015-06-30 13F MERCK COM 58933Y105 192,899 -4,163 -2.11 10,982 -3.05 2.9566
2015-05-15 2015-03-31 13F MERCK COM 58933Y105 197,062 -3,830 -1.91 11,327 -4.19 3.0026
2015-02-11 2014-12-31 13F MERCK COM 58933Y105 200,892 906 0.45 11,822 -0.28 3.0980
2014-11-12 2014-09-30 13F MERCK COM 58933Y105 199,986 -1,073 -0.53 11,855 1.93 2.9964
2014-08-04 2014-06-30 13F MERCK COM 58933Y105 201,059 504 0.25 11,631 2.16 2.8936
2014-05-09 2014-03-31 13F MERCK COM 58933Y105 200,555 26,443 15.19 11,385 30.65 2.9596
2014-02-13 2013-12-31 13F MERCK COM 58933Y105 174,112 2,002 1.16 8,714 6.36 2.2035
2013-11-13 2013-09-30 13F MERCK COM 58933Y105 172,110 2,109 1.24 8,193 3.75 2.3187
2013-07-26 2013-06-30 13F MERCK COM 58933Y105 170,001 170,001 7,897 2.3533
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.