Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionInvestment House Llc
Latest Disclosed Ownership55,229 shares
Latest Disclosed Value $ 6,643,497
Investment House Llc reports 0.41% decrease in ownership of MRK / Merck & Co., Inc.

On April 29, 2026 - Investment House Llc filed a 13F-HR form disclosing ownership of 55,229 shares of Merck & Co., Inc. (MX:MRK) valued at $6,643,497 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 55,454 shares of Merck & Co., Inc.. This represents a change in shares of -0.41% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F MERCK COM 58933Y105 55,229 -225 -0.41 6,643 13.81 0.3457
2026-02-06 2025-12-31 13F MERCK COM 58933Y105 55,454 -2,212 -3.84 5,837 20.62 0.2774
2025-10-31 2025-09-30 13F MERCK COM 58933Y105 57,666 -3,022 -4.98 4,840 0.73 0.2295
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 60,688 -75,437 -55.42 4,804 -60.68 0.2429
2025-05-08 2025-03-31 13F MERCK COM 58933Y105 136,125 -12,172 -8.21 12,219 -17.18 0.6956
2025-02-11 2024-12-31 13F MERCK COM 58933Y105 148,297 11,341 8.28 14,753 -5.14 0.8027
2024-11-07 2024-09-30 13F MERCK & CO. COM 58933Y105 136,956 2,085 1.55 15,553 -6.86 0.8391
2024-07-22 2024-06-30 13F MERCK & CO. COM 58933Y105 134,871 -240 -0.18 16,697 -6.34 0.9525
2024-05-02 2024-03-31 13F MERCK & CO. COM 58933Y105 135,111 12,732 10.40 17,828 33.63 1.0479
2024-02-05 2023-12-31 13F MERCK & CO. COM 58933Y105 122,379 743 0.61 13,342 6.54 0.9436
2023-11-09 2023-09-30 13F MERCK & CO. COM 58933Y105 121,636 -1,755 -1.42 12,522 -12.05 0.9865
2023-08-08 2023-06-30 13F MERCK & CO. COM 58933Y105 123,391 -2,325 -1.85 14,238 6.46 1.0661
2023-05-09 2023-03-31 13F MERCK & CO. COM 58933Y105 125,716 922 0.74 13,375 -3.40 1.0994
2023-02-07 2022-12-31 13F MERCK & CO. COM 58933Y105 124,794 5,505 4.61 13,846 34.77 1.2960
2022-10-31 2022-09-30 13F MERCK & CO. COM 58933Y105 119,289 22,490 23.23 10,273 16.41 0.9595
2022-08-09 2022-06-30 13F MERCK & CO. COM 58933Y105 96,799 16,575 20.66 8,825 34.08 0.7773
2022-04-14 2022-03-31 13F MERCK & CO. COM 58933Y105 80,224 -8,342 -9.42 6,582 -3.03 0.4799
2022-02-09 2021-12-31 13F MERCK & CO. COM 58933Y105 88,566 -10,240 -10.36 6,788 -8.53 0.4360
2021-11-12 2021-09-30 13F MERCK & CO. COM 58933Y105 98,806 -835 -0.84 7,421 -4.23 0.5406
2021-07-20 2021-06-30 13F MERCK & CO. COM 58933Y105 99,641 1,500 1.53 7,749 2.42 0.5447
2021-05-06 2021-03-31 13F MERCK & CO. COM 58933Y105 98,141 119 0.12 7,566 -5.64 0.5854
2021-01-13 2020-12-31 13F MERCK & CO. COM 58933Y105 98,022 4,240 4.52 8,018 3.07 0.5633
2020-11-06 2020-09-30 13F MERCK COM 58933Y105 93,782 546 0.59 7,779 7.89 0.6094
2020-07-13 2020-06-30 13F MERCK & CO. COM 58933Y105 93,236 2,615 2.89 7,210 3.41 0.6339
2020-04-08 2020-03-31 13F MERCK COM 58933Y105 90,621 12,538 16.06 6,972 -1.83 0.7930
2020-02-05 2019-12-31 13F MERCK COM 58933Y105 78,083 -458 -0.58 7,102 7.41 0.6580
2019-11-12 2019-09-30 13F MERCK COM 58933Y105 78,541 10,580 15.57 6,612 16.02 0.6677
2019-08-05 2019-06-30 13F MERCK COM 58933Y105 67,961 2,643 4.05 5,699 4.92 0.5967
2019-05-03 2019-03-31 13F MERCK COM 58933Y105 65,318 610 0.94 5,432 9.87 0.5871
2019-02-06 2018-12-31 13F MERCK COM 58933Y105 64,708 905 1.42 4,944 9.24 0.6160
2018-10-09 2018-09-30 13F MERCK COM 58933Y105 63,803 670 1.06 4,526 18.11 0.4831
2018-07-10 2018-06-30 13F MERCK & CO INC COM 58933Y105 63,133 1,650 2.68 3,832 14.42 0.4440
2018-05-08 2018-03-31 13F MERCK & CO INC COM 58933Y105 61,483 -1,624 -2.57 3,349 -5.69 0.4086
2018-01-31 2017-12-31 13F MERCK & CO INC COM 58933Y105 63,107 50 0.08 3,551 -12.06 0.4317
2017-10-30 2017-09-30 13F MERCK & CO INC COM 58933Y105 63,057 750 1.20 4,038 1.13 0.5266
2017-07-21 2017-06-30 13F MERCK & CO INC COM 58933Y105 62,307 20 0.03 3,993 0.88 0.5367
2017-05-11 2017-03-31 13F MERCK & CO INC COM 58933Y105 62,287 -150 -0.24 3,958 7.67 0.5564
2017-02-06 2016-12-31 13F MERCK & CO INC COM 58933Y105 62,437 525 0.85 3,676 -4.87 0.5597
2016-11-10 2016-09-30 13F MERCK & CO INC COM 58933Y105 61,912 100 0.16 3,864 8.51 0.5807
2016-07-25 2016-06-30 13F MERCK & CO INC COM 58933Y105 61,812 2,029 3.39 3,561 12.58 0.5702
2016-05-05 2016-03-31 13F MERCK & CO INC COM 58933Y105 59,783 1,615 2.78 3,163 2.96 0.5036
2016-02-02 2015-12-31 13F MERCK & CO INC COM 58933Y105 58,168 4,225 7.83 3,072 15.32 0.5009
2015-11-10 2015-09-30 13F MERCK & CO INC COM 58933Y105 53,943 300 0.56 2,664 -12.74 0.4639
2015-08-04 2015-06-30 13F MERCK & CO INC COM 58933Y105 53,643 140 0.26 3,053 -0.72 0.4911
2015-05-05 2015-03-31 13F MERCK & CO INC COM 58933Y105 53,503 -150 -0.28 3,075 0.92 0.4958
2015-01-23 2014-12-31 13F MERCK & CO INC COM 58933Y105 53,653 -975 -1.78 3,047 -5.90 0.4915
2014-10-22 2014-09-30 13F MERCK & CO INC COM 58933Y105 54,628 20 0.04 3,238 2.50 0.5385
2014-07-29 2014-06-30 13F MERCK & CO INC COM 58933Y105 54,608 -175 -0.32 3,159 1.58 0.5409
2014-05-01 2014-03-31 13F MERCK & CO INC COM 58933Y105 54,783 3,060 5.92 3,110 20.12 0.5525
2014-02-07 2013-12-31 13F/A-1 MERCK & CO INC COM 58933Y105 51,723 -52,826 -50.53 2,589 -47.98 0.4670
2014-02-06 2013-12-31 13F MERCK & CO INC COM 58933Y105 51,723 2,589
2013-11-12 2013-09-30 13F MERCK & CO INC COM 58933Y105 104,549 4,900 4.92 4,977 7.52 1.0065
2013-08-08 2013-06-30 13F MERCK & CO INC COM 58933Y105 99,649 99,649 4,629 1.0034
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.