Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership100,036 shares
Latest Disclosed Value $ 12,033,254
Independent Advisor Alliance reports 1.08% increase in ownership of MRK / Merck & Co., Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 100,036 shares of Merck & Co., Inc. (MX:MRK) valued at $12,033,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 98,968 shares of Merck & Co., Inc.. This represents a change in shares of 1.08% 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)
2026-05-12 2026-03-31 13F MERCK COM 58933Y105 100,036 1,068 1.08 12,033 15.51 0.0731
2026-02-04 2025-12-31 13F MERCK COM 58933Y105 98,968 10,706 12.13 10,417 40.64 0.2530
2025-11-04 2025-09-30 13F MERCK COM 58933Y105 88,262 11,288 14.66 7,408 21.57 0.1925
2025-08-11 2025-06-30 13F MERCK COM 58933Y105 76,974 12,751 19.85 6,093 5.71 0.1757
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 64,223 -3,124 -4.64 5,765 -13.96 0.1904
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 67,347 1,296 1.96 6,700 -10.68 0.0887
2024-11-13 2024-09-30 13F MERCK COM 58933Y105 66,051 -2,825 -4.10 7,501 -12.03 0.2730
2024-08-12 2024-06-30 13F MERCK COM 58933Y105 68,876 1,070 1.58 8,527 -4.71 0.2920
2024-05-08 2024-03-31 13F MERCK COM 58933Y105 67,806 3,534 5.50 8,947 27.70 0.3230
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 64,272 -11,695 -15.39 7,007 -10.41 0.2524
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 75,967 -3,711 -4.66 7,821 -14.94 0.3537
2023-07-28 2023-06-30 13F MERCK COM 58933Y105 79,678 5,171 6.94 9,194 16.00 0.4051
2023-05-12 2023-03-31 13F MERCK COM 58933Y105 74,507 856 1.16 7,927 9,685.19 0.3822
2023-02-13 2022-12-31 13F MERCK COM 58933Y105 73,651 11,670 18.83 82 -98.48 0.0028
2022-11-04 2022-09-30 13F MERCK COM 58933Y105 61,981 3,918 6.75 5,338 0.83 0.3113
2022-08-04 2022-06-30 13F MERCK COM 58933Y105 58,063 3,821 7.04 5,294 18.94 0.2956
2022-05-06 2022-03-31 13F MERCK COM 58933Y105 54,242 444 0.83 4,451 7.96 0.2143
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 53,798 536 1.01 4,123 3.05 0.2034
2021-11-01 2021-09-30 13F MERCK COM 58933Y105 53,262 4,829 9.97 4,001 6.21 0.2225
2021-08-12 2021-06-30 13F MERCK COM 58933Y105 48,433 9,869 25.59 3,767 26.71 0.2064
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 38,564 -1,839 -4.55 2,973 -10.05 0.1763
2021-02-11 2020-12-31 13F MERCK & CO. COM 58933Y105 40,403 -1,064 -2.57 3,305 -3.92 0.2243
2020-11-04 2020-09-30 13F MERCK & CO. COM 58933Y105 41,467 4,456 12.04 3,440 20.20 0.2611
2020-08-06 2020-06-30 13F MERCK & CO. COM 58933Y105 37,011 -6,064 -14.08 2,862 -13.64 0.3062
2020-05-14 2020-03-31 13F MERCK & CO. COM 58933Y105 43,075 840 1.99 3,314 -13.74 0.4822
2020-02-07 2019-12-31 13F MERCK COM 58933Y105 42,235 5,249 14.19 3,842 23.58 0.1676
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 36,986 177 0.48 3,109 9.43 0.3797
2019-08-12 2019-06-30 13F MERCK COM 58933Y105 36,809 -6,719 -15.44 2,841 -21.52 0.4111
2019-05-07 2019-03-31 13F MERCK COM 58933Y105 43,528 11,969 37.93 3,620 50.15 0.5090
2019-02-12 2018-12-31 13F MERCK COM 58933Y105 31,559 6,889 27.92 2,411 38.01 0.4269
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 24,670 1,241 5.30 1,747 23.73 0.3146
2018-08-08 2018-06-30 13F MERCK COM 58933Y105 23,429 299 1.29 1,412 14.61 0.2938
2018-05-15 2018-03-31 13F MERCK COM 58933Y105 23,130 -12,130 -34.40 1,232 -38.34 0.2746
2018-02-14 2017-12-31 13F MERCK COM 58933Y105 35,260 2,404 7.32 1,998 -5.49 0.4463
2017-11-15 2017-09-30 13F MERCK COM 58933Y105 32,856 2,901 9.68 2,114 12.33 0.5811
2017-08-14 2017-06-30 13F MERCK COM 58933Y105 29,955 -2,383 -7.37 1,882 -8.46 0.5994
2017-05-09 2017-03-31 13F MERCK COM 58933Y105 32,338 14,717 83.52 2,056 86.57 0.3258
2017-05-19 2016-12-31 13F/A-1 MERCK COM 58933Y105 17,621 17,621 1,102 0.4724
2017-02-15 2016-12-31 13F MERCK Common Stock 58933Y105 17,621 1,102 0.4292
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.