Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership28,111 shares
Latest Disclosed Value $ 3,381,450
Legacy Financial Advisors, Inc. reports 1.92% decrease in ownership of MRK / Merck & Co., Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 28,111 shares of Merck & Co., Inc. (MX:MRK) valued at $3,381,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 28,660 shares of Merck & Co., Inc.. This represents a change in shares of -1.92% 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)
2026-04-30 2026-03-31 13F MERCK Stock 58933Y105 28,111 -549 -1.92 3,381 12.10 0.4729
2026-02-04 2025-12-31 13F MERCK Stock 58933Y105 28,660 3,988 16.16 3,017 45.70 0.4173
2025-11-10 2025-09-30 13F MERCK Stock 58933Y105 24,672 4,070 19.76 2,071 26.99 0.2853
2025-08-07 2025-06-30 13F MERCK Stock 58933Y105 20,602 12,392 150.94 1,631 121.47 0.2548
2025-05-14 2025-03-31 13F MERCK Stock 58933Y105 8,210 -3,752 -31.37 737 -38.15 0.1232
2025-02-13 2024-12-31 13F MERCK Stock 58933Y105 11,962 -6,644 -35.71 1,190 -43.66 0.1967
2024-11-14 2024-09-30 13F MERCK Stock 58933Y105 18,606 -1,783 -8.74 2,113 -16.32 0.3549
2024-08-13 2024-06-30 13F MERCK Stock 58933Y105 20,389 -2,442 -10.70 2,524 -16.20 0.4495
2024-05-14 2024-03-31 13F MERCK Stock 58933Y105 22,831 1,293 6.00 3,013 28.28 0.5397
2024-02-13 2023-12-31 13F/A-1 MERCK Stock 58933Y105 21,538 665 3.19 2,348 9.31 0.4510
2024-02-06 2023-12-31 13F MERCK Stock 58933Y105 21,538 665 2,348 0.4524
2023-11-13 2023-09-30 13F MERCK Stock 58933Y105 20,873 1,212 6.16 2,149 -5.29 0.4300
2023-08-08 2023-06-30 13F MERCK Stock 58933Y105 19,661 1,442 7.91 2,269 17.03 0.4237
2023-05-03 2023-03-31 13F MERCK Stock 58933Y105 18,219 378 2.12 1,938 -2.07 0.3961
2023-02-06 2022-12-31 13F MERCK Stock 58933Y105 17,841 1,775 11.05 1,979 42.99 0.4265
2022-11-09 2022-09-30 13F MERCK Stock 58933Y105 16,066 486 3.12 1,384 -2.54 0.3309
2022-08-08 2022-06-30 13F MERCK Stock 58933Y105 15,580 866 5.89 1,420 17.65 0.3530
2022-05-04 2022-03-31 13F MERCK Stock 58933Y105 14,714 1,228 9.11 1,207 16.73 0.2715
2022-02-04 2021-12-31 13F MERCK Stock 58933Y105 13,486 984 7.87 1,034 10.12 0.2372
2021-10-26 2021-09-30 13F MERCK Stock 58933Y105 12,502 579 4.86 939 1.29 0.2302
2021-07-21 2021-06-30 13F MERCK Stock 58933Y105 11,923 1,001 9.16 927 10.10 0.2347
2021-04-28 2021-03-31 13F MERCK Stock 58933Y105 10,922 2,630 31.72 842 24.19 0.2307
2021-02-02 2020-12-31 13F MERCK Stock 58933Y105 8,292 -274 -3.20 678 -4.64 0.1917
2020-11-09 2020-09-30 13F MERCK Stock 58933Y105 8,566 8,566 711 0.2169
2020-05-12 2020-03-31 13F MERCK Stock 58933Y105 0 -4,574 -100.00 0 -100.00
2020-01-27 2019-12-31 13F MERCK Stock 58933Y105 4,574 -46 -1.00 416 6.94 0.1316
2019-11-07 2019-09-30 13F MERCK Stock 58933Y105 4,620 -312 -6.33 389 -6.04 0.1293
2019-08-07 2019-06-30 13F MERCK COM 58933Y105 4,932 114 2.37 414 3.24 0.1464
2019-05-14 2019-03-31 13F MERCK Stock 58933Y105 4,818 38 0.79 401 9.86 0.1359
2019-01-16 2018-12-31 13F MERCK Stock 58933Y105 4,780 1,511 46.22 365 58.01 0.1413
2018-10-30 2018-09-30 13F MERCK Stock 58933Y105 3,269 -248 -7.05 231 4.52 0.0837
2018-07-17 2018-06-30 13F MERCK Stock 58933Y105 3,517 401 12.87 221 25.57 0.0839
2018-04-12 2018-03-31 13F MERCK Stock 58933Y105 3,116 -29 -0.92 176 -0.56 0.0700
2018-02-09 2017-12-31 13F MERCK & CO INC COM Stock 58933Y105 3,145 3,145 177 0.0727
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.