Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership98,512 shares
Latest Disclosed Value $ 11,850,061
Avantax Planning Partners, Inc. reports 11.72% decrease in ownership of MRK / Merck & Co., Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 98,512 shares of Merck & Co., Inc. (MX:MRK) valued at $11,850,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 111,587 shares of Merck & Co., Inc.. This represents a change in shares of -11.72% 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)
2026-05-04 2026-03-31 13F MERCK COM 58933Y105 98,512 -13,075 -11.72 11,850 0.89 0.3253
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 111,587 1,917 1.75 11,746 27.61 0.3285
2025-10-31 2025-09-30 13F MERCK COM 58933Y105 109,670 8,262 8.15 9,205 14.66 0.2639
2025-08-11 2025-06-30 13F MERCK COM 58933Y105 101,408 8,610 9.28 8,027 -3.63 0.2547
2025-04-29 2025-03-31 13F MERCK COM 58933Y105 92,798 11,394 14.00 8,330 2.85 0.2949
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 81,404 3,413 4.38 8,098 -8.56 0.2919
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 77,991 -19,675 -20.15 8,857 -26.75 0.3177
2024-08-09 2024-06-30 13F MERCK COM 58933Y105 97,666 -684 -0.70 12,091 -6.84 0.3886
2024-05-03 2024-03-31 13F MERCK COM 58933Y105 98,350 40,223 69.20 12,977 104.81 0.4203
2024-02-09 2023-12-31 13F MERCK COM 58933Y105 58,127 -1,598 -2.68 6,337 3.06 0.2415
2023-11-06 2023-09-30 13F MERCK COM 58933Y105 59,725 -1,588 -2.59 6,149 -13.09 0.2572
2023-07-18 2023-06-30 13F MERCK COM 58933Y105 61,313 -323 -0.52 7,075 7.88 0.2813
2023-04-21 2023-03-31 13F MERCK COM 58933Y105 61,636 -9,547 -13.41 6,557 -16.97 0.2663
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 71,183 -1,517 -2.09 7,898 26.13 0.3134
2022-10-14 2022-09-30 13F MERCK COM 58933Y105 72,700 726 1.01 6,261 -4.59 0.2820
2022-07-18 2022-06-30 13F MERCK COM 58933Y105 71,974 6,318 9.62 6,562 21.81 0.2803
2022-05-09 2022-03-31 13F MERCK & CO. COM 58933Y105 65,656 6,459 10.91 5,387 18.73 0.2139
2022-01-28 2021-12-31 13F MERCK COM 58933Y105 59,197 1,123 1.93 4,537 4.01 0.1866
2021-10-27 2021-09-30 13F MERCK COM 58933Y105 58,074 -12,273 -17.45 4,362 -20.27 0.2012
2021-08-10 2021-06-30 13F MERCK COM 58933Y105 70,347 24,339 52.90 5,471 54.24 0.2566
2021-05-06 2021-03-31 13F MERCK & CO. COM 58933Y105 46,008 -13,993 -23.32 3,547 -27.73 0.1829
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 60,001 -10,772 -15.22 4,908 -16.40 0.2525
2020-10-28 2020-09-30 13F MERCK & CO. COM 58933Y105 70,773 1,538 2.22 5,871 9.66 0.3102
2020-07-15 2020-06-30 13F MERCK & CO. COM 58933Y105 69,235 8,667 14.31 5,354 14.89 0.3024
2020-04-27 2020-03-31 13F MERCK & CO. COM 58933Y105 60,568 12,530 26.08 4,660 6.66 0.3245
2020-01-15 2019-12-31 13F MERCK COM 58933Y105 48,038 458 0.96 4,369 9.09 0.2571
2019-11-08 2019-09-30 13F MERCK COM 58933Y105 47,580 2,017 4.43 4,005 4.60 0.2459
2019-08-07 2019-06-30 13F MERCK COM 58933Y105 45,563 3,209 7.58 3,829 8.69 0.2477
2019-05-08 2019-03-31 13F MERCK COM 58933Y105 42,354 15,907 60.15 3,523 74.32 0.2446
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 26,447 1,977 8.08 2,021 16.42 0.1524
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 24,470 485 2.02 1,736 19.23 0.1390
2018-08-13 2018-06-30 13F MERCK COM 58933Y105 23,985 -2,951 -10.96 1,456 -1.09 0.1301
2018-05-15 2018-03-31 13F MERCK COM 58933Y105 26,936 183 0.68 1,472 -2.19 0.1264
2018-02-09 2017-12-31 13F MERCK COM 58933Y105 26,753 -7,506 -21.91 1,505 -31.40 0.1378
2017-10-19 2017-09-30 13F MERCK COM 58933Y105 34,259 658 1.96 2,194 1.90 0.1729
2017-07-27 2017-06-30 13F MERCK COM 58933Y105 33,601 2,875 9.36 2,153 10.30 0.1814
2017-04-12 2017-03-31 13F MERCK COM 58933Y105 30,726 -4,757 -13.41 1,952 -6.56 0.1745
2017-02-09 2016-12-31 13F MERCK COM 58933Y105 35,483 35,483 2,089 0.2228
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.