Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionGlobal Financial Private Client, LLC
Latest Disclosed Ownership36,655 shares
Latest Disclosed Value $ 4,409,258
Global Financial Private Client, LLC reports 6.77% increase in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - Global Financial Private Client, LLC filed a 13F-HR form disclosing ownership of 36,655 shares of Merck & Co., Inc. (MX:MRK) valued at $4,409,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 34,331 shares of Merck & Co., Inc.. This represents a change in shares of 6.77% 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)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 36,655 2,324 6.77 4,409 22.03 1.1430
2026-01-27 2025-12-31 13F MERCK COM 58933Y105 34,331 181 0.53 3,614 26.06 1.2666
2025-10-21 2025-09-30 13F MERCK COM 58933Y105 34,150 148 0.44 2,866 6.50 1.0211
2025-07-10 2025-06-30 13F MERCK COM 58933Y105 34,002 3,509 11.51 2,692 -1.68 1.0093
2025-04-08 2025-03-31 13F MERCK & CO INC COM Stock 58933Y105 30,493 9,750 47.00 2,737 32.67 1.0456
2025-01-14 2024-12-31 13F MERCK & CO INC COM Stock 58933Y105 20,743 236 1.15 2,064 -11.38 0.7738
2024-10-07 2024-09-30 13F MERCK & CO INC COM Stock 58933Y105 20,507 130 0.64 2,329 -7.69 0.9079
2024-07-29 2024-06-30 13F MERCK & CO INC COM Stock 58933Y105 20,377 21 0.10 2,523 -5.40 1.0550
2024-05-16 2024-03-31 13F MERCK & CO INC COM Stock 58933Y105 20,356 798 4.08 2,667 25.05 1.1465
2024-05-16 2023-12-31 13F MERCK & CO INC COM Stock 58933Y105 19,558 1,907 10.80 2,132 17.79 0.9979
2024-05-16 2023-09-30 13F MERCK & CO INC COM Stock 58933Y105 17,651 -24 -0.14 1,810 -10.40 0.9353
2024-05-16 2023-06-30 13F MERCK & CO INC COM Stock 58933Y105 17,675 -1,086 -5.79 2,021 -1.08 0.9940
2024-05-16 2023-03-31 13F MERCK & CO INC COM Stock 58933Y105 18,761 -2,339 -11.09 2,043 -12.77 1.0532
2024-05-16 2022-12-31 13F MERCK & CO INC COM Stock 58933Y105 21,100 2,806 15.34 2,341 46.22 1.3103
2024-05-16 2022-09-30 13F MERCK & CO INC COM Stock 58933Y105 18,294 1,968 12.05 1,602 6.17 0.9225
2024-05-16 2022-06-30 13F MERCK & CO INC COM Stock 58933Y105 16,326 3,540 27.69 1,509 41.33 0.8517
2024-05-16 2022-03-31 13F MERCK & CO INC COM Stock 58933Y105 12,786 1,092 9.34 1,068 19.08 0.5164
2024-05-16 2021-12-31 13F MERCK & CO INC COM Stock 58933Y105 11,694 84 0.72 896 -5.19 0.4330
2024-05-16 2021-09-30 13F MERCK & CO INC COM Stock 58933Y105 11,610 467 4.19 945 8.75 0.4860
2024-05-16 2021-06-30 13F MERCK & CO INC COM Stock 58933Y105 11,143 2,141 23.78 869 25.40 0.4853
2024-05-16 2021-03-31 13F MERCK & CO INC COM Stock 58933Y105 9,002 295 3.39 694 -2.67 0.4977
2024-05-16 2020-12-31 13F MERCK & CO INC COM Stock 58933Y105 8,707 -578 -6.23 712 -6.07 0.5655
2024-05-16 2020-09-30 13F MERCK & CO INC COM Stock 58933Y105 9,285 154 1.69 758 6.31 0.6581
2024-05-16 2020-06-30 13F MERCK & CO INC COM Stock 58933Y105 9,131 353 4.02 713 10.20 0.6207
2024-05-15 2020-03-31 13F MERCK & CO INC COM Stock 58933Y105 8,778 189 2.20 648 -17.16 0.6857
2024-05-15 2019-12-31 13F MERCK & CO INC COM Stock 58933Y105 8,589 8,589 781 0.6541
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.