Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionIowa State Bank
Latest Disclosed Ownership1,696 shares
Latest Disclosed Value $ 204,012
Iowa State Bank reports 39.86% decrease in ownership of MRK / Merck & Co., Inc.

On April 15, 2026 - Iowa State Bank filed a 13F-HR form disclosing ownership of 1,696 shares of Merck & Co., Inc. (MX:MRK) valued at $204,012 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 2,820 shares of Merck & Co., Inc.. This represents a change in shares of -39.86% 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)
2026-04-15 2026-03-31 13F Merck Com 58933Y105 1,696 -1,124 -39.86 204 -31.08 0.0340
2026-01-06 2025-12-31 13F Merck Com 58933Y105 2,820 -584 -17.16 297 3.86 0.0557
2025-10-03 2025-09-30 13F Merck Com 58933Y105 3,404 -24,872 -87.96 286 -87.27 0.0544
2025-07-22 2025-06-30 13F Merck Com 58933Y105 28,276 -857 -2.94 2,238 -14.38 0.4458
2025-04-09 2025-03-31 13F Merck Com 58933Y105 29,133 -2,370 -7.52 2,615 -16.57 0.5552
2025-01-06 2024-12-31 13F Merck Com 58933Y105 31,503 33 0.10 3,134 -12.31 0.6520
2024-10-09 2024-09-30 13F Merck Com 58933Y105 31,470 -876 -2.71 3,574 -10.76 0.7348
2024-07-23 2024-06-30 13F Merck Com 58933Y105 32,346 -667 -2.02 4,004 -8.08 0.8849
2024-04-23 2024-03-31 13F Merck Com 58933Y105 33,013 -83 -0.25 4,356 20.73 0.9640
2024-01-23 2023-12-31 13F Merck Com 58933Y105 33,096 980 3.05 3,608 9.13 0.8653
2023-10-24 2023-09-30 13F Merck Com 58933Y105 32,116 -432 -1.33 3,306 -11.96 0.8580
2023-08-04 2023-06-30 13F Merck Com 58933Y105 32,548 -397 -1.21 3,756 7.13 0.9426
2023-04-25 2023-03-31 13F Merck Com 58933Y105 32,945 -5,278 -13.81 3,505 87,525.00 0.8785
2023-01-06 2022-12-31 13F Merck Com 58933Y105 38,223 -1,485 -3.74 4 -99.88 1.0653
2022-10-14 2022-09-30 13F Merck Com 58933Y105 39,708 639 1.64 3,420 -3.99 0.9724
2022-08-05 2022-06-30 13F Merck Com 58933Y105 39,069 -657 -1.65 3,562 9.30 0.9451
2022-04-27 2022-03-31 13F Merck Com 58933Y105 39,726 -2,918 -6.84 3,259 -0.28 0.7556
2022-02-02 2021-12-31 13F Merck Com 58933Y105 42,644 -683 -1.58 3,268 0.43 0.7693
2021-10-12 2021-09-30 13F Merck Com 58933Y105 43,327 -163 -0.37 3,254 -3.78 0.9098
2021-08-03 2021-06-30 13F Merck Com 58933Y105 43,490 185 0.43 3,382 1.32 0.9489
2021-04-15 2021-03-31 13F Merck Com 58933Y105 43,305 -1,101 -2.48 3,338 -8.12 1.0040
2021-02-04 2020-12-31 13F Merck Com 58933Y105 44,406 76 0.17 3,633 -1.20 1.2025
2020-10-19 2020-09-30 13F Merck Com 58933Y105 44,330 -50 -0.11 3,677 7.14 1.4223
2020-07-16 2020-06-30 13F Merck Com 58933Y105 44,380 -10,388 -18.97 3,432 -18.56 1.4939
2020-04-29 2020-03-31 13F Merck Com 58933Y105 54,768 -798 -1.44 4,214 -16.62 1.9815
2020-01-21 2019-12-31 13F Merck Com 58933Y105 55,566 27 0.05 5,054 8.11 1.7966
2019-10-18 2019-09-30 13F Merck Com 58933Y105 55,539 8,672 18.50 4,675 18.96 1.7749
2019-07-10 2019-06-30 13F Merck Com 58933Y105 46,867 -322 -0.68 3,930 0.13 1.7485
2019-04-04 2019-03-31 13F Merck Com 58933Y105 47,189 -470 -0.99 3,925 7.77 1.8013
2019-02-13 2018-12-31 13F Merck Com 58933Y105 47,659 -924 -1.90 3,642 5.69 1.8387
2018-10-17 2018-09-30 13F Merck Com 58933Y105 48,583 337 0.70 3,446 17.65 1.5352
2018-07-20 2018-06-30 13F Merck Com 58933Y105 48,246 -80 -0.17 2,929 11.28 1.3998
2018-05-03 2018-03-31 13F Merck Com 58933Y105 48,326 -1,328 -2.67 2,632 -5.80 1.2806
2018-02-07 2017-12-31 13F Merck Com 58933Y105 49,654 -289 -0.58 2,794 -12.63 1.2587
2017-10-16 2017-09-30 13F Merck Com 58933Y105 49,943 -778 -1.53 3,198 -1.63 1.5065
2017-07-13 2017-06-30 13F Merck Com 58933Y105 50,721 1,472 2.99 3,251 3.90 1.5568
2017-04-17 2017-03-31 13F Merck Com 58933Y105 49,249 2,466 5.27 3,129 13.62 1.5324
2017-02-01 2016-12-31 13F Merck Com 58933Y105 46,783 -1,101 -2.30 2,754 -7.83 1.4128
2016-10-24 2016-09-30 13F Merck Com 58933Y105 47,884 1,053 2.25 2,988 10.75 1.5996
2016-10-24 2016-06-30 13F/A-1 Merck Com 58933Y105 46,831 3,240 7.43 2,698 17.00 1.4609
2016-07-06 2016-06-30 13F Merck Com 58933Y105 45,536 2,623
2016-04-08 2016-03-31 13F Merck Com 58933Y105 43,591 167 0.38 2,306 0.52 1.3019
2016-01-13 2015-12-31 13F Merck Com 58933Y105 43,424 1,845 4.44 2,294 11.68 1.3583
2015-10-29 2015-09-30 13F Merck Com 58933Y105 41,579 2,257 5.74 2,054 -8.26 1.4047
2015-07-15 2015-06-30 13F Merck Com 58933Y105 39,322 755 1.96 2,239 0.99 1.4110
2015-04-28 2015-03-31 13F Merck Com 58933Y105 38,567 1,090 2.91 2,217 4.18 1.4103
2015-02-11 2014-12-31 13F Merck Com 58933Y105 37,477 604 1.64 2,128 -2.65 1.3430
2014-10-29 2014-09-30 13F Merck Com 58933Y105 36,873 -547 -1.46 2,186 0.97 1.4605
2014-08-07 2014-06-30 13F Merck Com 58933Y105 37,420 615 1.67 2,165 3.64 1.4617
2014-04-09 2014-03-31 13F Merck Com 58933Y105 36,805 1,420 4.01 2,089 17.96 1.4891
2014-02-12 2013-12-31 13F Merck Com 58933Y105 35,385 2,332 7.06 1,771 12.52 1.2997
2013-10-09 2013-09-30 13F Merck Com 58933Y105 33,053 3,320 11.17 1,574 13.98 1.2337
2013-08-02 2013-06-30 13F Merck Com 58933Y105 29,733 29,733 1,381 1.1381
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.