Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionHalbert Hargrove Global Advisors, Llc
Latest Disclosed Ownership35 shares
Latest Disclosed Value $ 4,211
Halbert Hargrove Global Advisors, Llc ownership in MRK / Merck & Co., Inc.

On April 17, 2026 - Halbert Hargrove Global Advisors, Llc filed a 13F-HR form disclosing ownership of 35 shares of Merck & Co., Inc. (MX:MRK) valued at $4,211 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 35 shares of Merck & Co., Inc.. This represents a change in shares of 0.00% 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 MERCK COM 58933Y105 35 0 0.00 4 33.33 0.0002
2026-01-23 2025-12-31 13F MERCK COM 58933Y105 35 -266 -88.37 4 -88.00 0.0002
2025-10-16 2025-09-30 13F MERCK COM 58933Y105 301 -447 -59.76 25 -57.63 0.0012
2025-07-17 2025-06-30 13F MERCK COM 58933Y105 748 469 168.10 59 136.00 0.0031
2025-04-18 2025-03-31 13F MERCK COM 58933Y105 279 -4 -1.41 25 -10.71 0.0014
2025-07-17 2024-12-31 13F/A-1 MERCK COM 58933Y105 283 283 28 0.0016
2025-02-05 2024-12-31 13F MERCK COM 58933Y105 283 283 28 0.0016
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 0 -5,632 -100.00 0 -100.00
2023-04-25 2023-03-31 13F MERCK COM 58933Y105 5,632 783 16.15 599 11.55 0.0406
2023-01-25 2022-12-31 13F MERCK COM 58933Y105 4,849 363 8.09 538 39.12 0.0384
2022-10-24 2022-09-30 13F MERCK COM 58933Y105 4,486 519 13.08 386 6.63 0.0298
2022-08-05 2022-06-30 13F MERCK COM 58933Y105 3,967 -143 -3.48 362 7.42 0.0268
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 4,110 109 2.72 337 9.77 0.0222
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 4,001 167 4.36 307 6.60 0.0195
2021-10-29 2021-09-30 13F MERCK COM 58933Y105 3,834 -234 -5.75 288 -8.86 0.0200
2021-07-29 2021-06-30 13F MERCK COM 58933Y105 4,068 106 2.68 316 3.27 0.0207
2021-05-06 2021-03-31 13F MERCK & CO. COM 58933Y105 3,962 -32 -0.80 306 -6.13 0.0220
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 3,994 -74 -1.82 326 -3.55 0.0247
2020-11-10 2020-09-30 13F MERCK & CO. COM 58933Y105 4,068 220 5.72 338 13.42 0.0325
2020-08-10 2020-06-30 13F MERCK & CO. COM 58933Y105 3,848 -130 -3.27 298 -2.61 0.0438
2020-05-01 2020-03-31 13F MERCK & CO. COM 58933Y105 3,978 105 2.71 306 -13.07 0.0534
2020-02-12 2019-12-31 13F MERCK COM 58933Y105 3,873 -437 -10.14 352 -3.03 0.0908
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 4,310 174 4.21 363 4.61 0.0963
2019-07-26 2019-06-30 13F MERCK COM 58933Y105 4,136 -10 -0.24 347 0.58 0.0942
2019-05-13 2019-03-31 13F MERCK COM 58933Y105 4,146 -174 -4.03 345 4.55 1.2162
2019-02-11 2018-12-31 13F MERCK COM 58933Y105 4,320 21 0.49 330 8.20 0.0759
2018-10-31 2018-09-30 13F MERCK COM 58933Y105 4,299 -159 -3.57 305 12.55 0.0792
2018-08-10 2018-06-30 13F MERCK COM 58933Y105 4,458 214 5.04 271 17.32 0.0714
2018-05-01 2018-03-31 13F MERCK COM 58933Y105 4,244 -183 -4.13 231 -7.23 0.0613
2018-02-01 2017-12-31 13F MERCK COM 58933Y105 4,427 -509 -10.31 249 -21.20 0.0652
2017-11-02 2017-09-30 13F MERCK COM 58933Y105 4,936 -1,234 -20.00 316 -20.00 0.0870
2017-08-04 2017-06-30 13F MERCK COM 58933Y105 6,170 -41 -0.66 395 0.00 0.1050
2017-05-04 2017-03-31 13F MERCK COM 58933Y105 6,211 -216 -3.36 395 4.50 0.1006
2017-02-09 2016-12-31 13F MERCK COM 58933Y105 6,427 428 7.13 378 1.07 0.1050
2016-11-09 2016-09-30 13F MERCK COM 58933Y105 5,999 -480 -7.41 374 0.27 0.1052
2016-08-08 2016-06-30 13F MERCK COM 58933Y105 6,479 161 2.55 373 11.68 0.1069
2016-05-12 2016-03-31 13F MERCK & CO INC COM 58933Y105 6,318 -900 -12.47 334 -12.34 0.1201
2016-02-03 2015-12-31 13F MERCK & CO INC COM 58933Y105 7,218 -452 -5.89 381 0.53 0.1638
2015-11-12 2015-09-30 13F MERCK & CO INC COM 58933Y105 7,670 -10,039 -56.69 379 -62.40 0.1862
2015-08-11 2015-06-30 13F MERCK & CO INC COM 58933Y105 17,709 -1,654 -8.54 1,008 -9.43 0.2451
2015-05-01 2015-03-31 13F MERCK & CO INC COM 58933Y105 19,363 8,850 84.18 1,113 86.43 0.3572
2015-02-18 2014-12-31 13F MERCK & CO INC COM 58933Y105 10,513 -387 -3.55 597 -7.59 0.2973
2014-11-12 2014-09-30 13F MERCK & CO INC COM 58933Y105 10,900 945 9.49 646 12.15 0.1783
2014-08-08 2014-06-30 13F MERCK & CO INC COM 58933Y105 9,955 964 10.72 576 12.94 0.1735
2014-05-02 2014-03-31 13F MERCK & CO INC COM 58933Y105 8,991 -553 -5.79 510 6.69 0.1567
2014-02-07 2013-12-31 13F MERCK & CO INC COM 58933Y105 9,544 2,411 33.80 478 40.59 0.1477
2013-11-14 2013-09-30 13F MERCK & CO INC COM 58933Y105 7,133 -166 -2.27 340 0.29 0.1127
2013-08-15 2013-06-30 13F MERCK & CO INC COM 58933Y105 7,299 7,299 339 0.1242
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.