Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionFounders Financial Securities Llc
Latest Disclosed Ownership19,593 shares
Latest Disclosed Value $ 2,403,629
Founders Financial Securities Llc reports 1.33% decrease in ownership of MRK / Merck & Co., Inc.

On April 17, 2026 - Founders Financial Securities Llc filed a 13F-HR/A form disclosing ownership of 19,593 shares of Merck & Co., Inc. (MX:MRK) valued at $2,403,629 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 19,857 shares of Merck & Co., Inc.. This represents a change in shares of -1.33% 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)
2026-04-17 2026-03-31 13F/A-1 MERCK COM 58933Y105 19,593 -264 -1.33 2,404 14.98 0.1356
2026-02-10 2025-12-31 13F MERCK COM 58933Y105 19,857 -16,726 -45.72 2,090 -31.92 0.1231
2025-10-15 2025-09-30 13F MERCK COM 58933Y105 36,583 351 0.97 3,070 7.04 0.2089
2025-08-06 2025-06-30 13F MERCK COM 58933Y105 36,232 13,232 57.53 2,868 49.92 0.2179
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 23,000 4,014 21.14 1,913 1.32 0.1622
2025-02-10 2024-12-31 13F MERCK COM 58933Y105 18,986 1,639 9.45 1,889 -4.11 0.1703
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 17,347 -1,907 -9.90 1,970 -17.37 0.1817
2024-08-02 2024-06-30 13F MERCK COM 58933Y105 19,254 3,452 21.85 2,384 14.29 0.2254
2024-04-17 2024-03-31 13F MERCK COM 58933Y105 15,802 450 2.93 2,085 24.63 0.2188
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 15,352 140 0.92 1,674 6.83 0.1857
2023-10-17 2023-09-30 13F MERCK COM 58933Y105 15,212 934 6.54 1,566 -4.92 0.2029
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 14,278 263 1.88 1,648 10.46 0.2176
2023-05-04 2023-03-31 13F MERCK COM 58933Y105 14,015 -27 -0.19 1,491 -4.24 0.2151
2023-02-08 2022-12-31 13F MERCK COM 58933Y105 14,042 1,075 8.29 1,558 39.39 0.2451
2022-10-27 2022-09-30 13F MERCK COM 58933Y105 12,967 -322 -2.42 1,117 -7.84 0.1976
2022-07-27 2022-06-30 13F MERCK COM 58933Y105 13,289 1,308 10.92 1,212 23.30 0.2369
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 11,981 809 7.24 983 14.84 0.1742
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 11,172 282 2.59 856 4.65 0.1539
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 10,890 360 3.42 818 -0.12 0.1647
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 10,530 636 6.43 819 7.34 0.1626
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 9,894 1,659 20.15 763 13.20 0.1759
2021-02-09 2020-12-31 13F MERCK & CO. COM 58933Y105 8,235 2,566 45.26 674 43.40 0.1615
2020-11-16 2020-09-30 13F MERCK & CO. COM 58933Y105 5,669 -2,186 -27.83 470 -23.70 0.1497
2020-08-12 2020-06-30 13F MERCK & CO. COM 58933Y105 7,855 4,087 108.47 616 112.41 0.1994
2020-05-14 2020-03-31 13F MERCK & CO. COM 58933Y105 3,768 539 16.69 290 -1.36 0.1078
2020-02-11 2019-12-31 13F MERCK COM 58933Y105 3,229 691 27.23 294 37.38 0.0994
2019-10-17 2019-09-30 13F MERCK COM 58933Y105 2,538 2,538 214 0.0683
2019-02-19 2018-12-31 13F/A-1 MERCK COM 58933Y105 0 -15,333 -100.00 0 -100.00
2018-10-17 2018-09-30 13F/A-1 MERCK COM 58933Y105 15,333 139 0.91 1,088 18.00 0.3023
2018-10-17 2018-09-30 13F MERCK COM 58933Y105 22,327 7,133 1,081
2018-07-18 2018-06-30 13F MERCK COM 58933Y105 15,194 -133 -0.87 922 10.42 0.2837
2018-04-24 2018-03-31 13F MERCK COM 58933Y105 15,327 345 2.30 835 -0.95 0.2700
2018-01-25 2017-12-31 13F MERCK COM 58933Y105 14,982 2,778 22.76 843 7.94 0.2806
2017-11-09 2017-09-30 13F MERCK COM 58933Y105 12,204 547 4.69 781 4.55 0.2782
2017-07-31 2017-06-30 13F MERCK COM 58933Y105 11,657 11,657 747 0.2839
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.