Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionLynch & Associates/in
Latest Disclosed Ownership93,438 shares
Latest Disclosed Value $ 11,239,676
Lynch & Associates/in reports 0.52% increase in ownership of MRK / Merck & Co., Inc.

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 93,438 shares of Merck & Co., Inc. (MX:MRK) valued at $11,239,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 92,958 shares of Merck & Co., Inc.. This represents a change in shares of 0.52% 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)
2026-04-08 2026-03-31 13F MERCK COM 58933Y105 93,438 480 0.52 11,240 14.87 2.1104
2026-01-07 2025-12-31 13F MERCK COM 58933Y105 92,958 2,596 2.87 9,785 29.01 1.8500
2025-10-07 2025-09-30 13F MERCK COM 58933Y105 90,362 1,189 1.33 7,584 7.45 1.4645
2025-07-15 2025-06-30 13F MERCK COM 58933Y105 89,173 -1,077 -1.19 7,059 -12.86 1.4222
2025-04-17 2025-03-31 13F MERCK COM 58933Y105 90,250 -344 -0.38 8,101 -10.12 1.7521
2025-01-10 2024-12-31 13F MERCK COM 58933Y105 90,594 -2,107 -2.27 9,012 -14.39 1.9554
2024-10-15 2024-09-30 13F MERCK COM 58933Y105 92,701 -225 -0.24 10,527 -8.49 2.2256
2024-08-06 2024-06-30 13F MERCK COM 58933Y105 92,926 2,741 3.04 11,504 -3.32 2.5921
2024-04-09 2024-03-31 13F MERCK COM 58933Y105 90,185 -4,431 -4.68 11,900 15.37 2.7483
2024-01-08 2023-12-31 13F MERCK COM 58933Y105 94,616 -1,692 -1.76 10,315 4.03 2.5069
2023-10-24 2023-09-30 13F/A-1 MERCK COM 58933Y105 96,308 -3,180 -3.20 9,915 -13.63 2.6157
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 96,308 -3,180 10 2.6157
2023-10-24 2023-06-30 13F/A-1 MERCK COM 58933Y105 99,488 -336 -0.34 11,480 8.09 2.9376
2023-07-13 2023-06-30 13F MERCK COM 58933Y105 99,488 -336 11 2.9376
2023-10-24 2023-03-31 13F/A-1 MERCK COM 58933Y105 99,824 -1,512 -1.49 10,620 -5.54 2.7859
2023-04-04 2023-03-31 13F MERCK COM 58933Y105 99,824 -1,512 11 2.7858
2023-10-24 2022-12-31 13F/A-1 MERCK COM 58933Y105 101,336 -3,617 -3.45 11,243 24.38 2.9390
2023-01-05 2022-12-31 13F MERCK COM 58933Y105 101,336 -3,617 11 2.9390
2022-10-03 2022-09-30 13F MERCK COM 58933Y105 104,953 654 0.63 9,039 -4.94 2.6444
2022-07-06 2022-06-30 13F MERCK COM 58933Y105 104,299 -935 -0.89 9,509 10.13 2.5870
2022-04-08 2022-03-31 13F MERCK COM 58933Y105 105,234 164 0.16 8,634 7.21 2.0913
2022-01-11 2021-12-31 13F MERCK COM 58933Y105 105,070 2,862 2.80 8,053 4.90 1.9010
2021-10-12 2021-09-30 13F MERCK COM 58933Y105 102,208 2,473 2.48 7,677 -1.02 1.9885
2021-07-21 2021-06-30 13F MERCK COM 58933Y105 99,735 -1,184 -1.17 7,756 -0.31 1.9902
2021-04-09 2021-03-31 13F MERCK COM 58933Y105 100,919 -2,288 -2.22 7,780 -7.84 2.1008
2021-01-20 2020-12-31 13F MERCK COM 58933Y105 103,207 877 0.86 8,442 -0.54 2.2994
2020-10-21 2020-09-30 13F MERCK COM 58933Y105 102,330 -453 -0.44 8,488 6.79 2.5419
2020-07-20 2020-06-30 13F MERCK COM 58933Y105 102,783 -2,114 -2.02 7,948 -1.52 2.5708
2020-04-28 2020-03-31 13F MERCK COM 58933Y105 104,897 -8 -0.01 8,071 -15.41 2.9657
2020-01-10 2019-12-31 13F MERCK COM 58933Y105 104,905 5,135 5.15 9,541 13.60 2.7420
2019-10-03 2019-09-30 13F MERCK COM 58933Y105 99,770 636 0.64 8,399 1.05 2.5687
2019-07-19 2019-06-30 13F MERCK COM 58933Y105 99,134 -1,152 -1.15 8,312 -0.35 2.7011
2019-04-25 2019-03-31 13F MERCK COM 58933Y105 100,286 1,277 1.29 8,341 10.26 2.7661
2019-01-10 2018-12-31 13F MERCK COM 58933Y105 99,009 348 0.35 7,565 8.09 2.8247
2018-10-05 2018-09-30 13F MERCK COM 58933Y105 98,661 -1,988 -1.98 6,999 14.57 2.3622
2018-07-09 2018-06-30 13F MERCK COM 58933Y105 100,649 8,118 8.77 6,109 21.21 2.2130
2018-04-06 2018-03-31 13F MERCK COM 58933Y105 92,531 -107 -0.12 5,040 -3.32 1.9272
2018-01-04 2017-12-31 13F MERCK COM 58933Y105 92,638 -4,098 -4.24 5,213 -15.84 1.9539
2017-10-18 2017-09-30 13F MERCK COM 58933Y105 96,736 3,053 3.26 6,194 3.16 2.4610
2017-07-20 2017-06-30 13F MERCK COM 58933Y105 93,683 7,360 8.53 6,004 9.46 2.3719
2017-04-10 2017-03-31 13F MERCK COM 58933Y105 86,323 4,042 4.91 5,485 13.23 2.2369
2017-01-09 2016-12-31 13F MERCK COM 58933Y105 82,281 3,526 4.48 4,844 -1.44 2.0390
2016-10-04 2016-09-30 13F MERCK COM 58933Y105 78,755 1,737 2.26 4,915 10.77 2.1624
2016-07-20 2016-06-30 13F MERCK COM 58933Y105 77,018 12,604 19.57 4,437 30.19 1.9825
2016-04-11 2016-03-31 13F MERCK COM 58933Y105 64,414 -1,790 -2.70 3,408 -2.55 1.6204
2016-02-29 2015-12-31 13F MERCK COM 58933Y105 66,204 -1,017 -1.51 3,497 5.33 1.7948
2015-10-14 2015-09-30 13F MERCK COM 58933Y105 67,221 1,095 1.66 3,320 -11.82 1.8392
2015-07-21 2015-06-30 13F MERCK COM 58933Y105 66,126 4,626 7.52 3,765 6.51 1.9655
2015-04-13 2015-03-31 13F MERCK COM 58933Y105 61,500 3,342 5.75 3,535 7.02 1.8613
2015-01-21 2014-12-31 13F MERCK COM 58933Y105 58,158 2,776 5.01 3,303 0.61 1.7763
2014-10-03 2014-09-30 13F MERCK COM 58933Y105 55,382 2,901 5.53 3,283 8.14 1.8444
2014-07-15 2014-06-30 13F MERCK COM 58933Y105 52,481 -174 -0.33 3,036 1.57 1.7335
2014-04-15 2014-03-31 13F MERCK COM 58933Y105 52,655 1,291 2.51 2,989 16.26 1.7630
2014-01-22 2013-12-31 13F MERCK COM 58933Y105 51,364 335 0.66 2,571 5.85 1.5361
2013-10-16 2013-09-30 13F MERCK COM 58933Y105 51,029 20,808 68.85 2,429 73.01 1.6206
2013-07-16 2013-06-30 13F MERCK COM 58933Y105 30,221 30,221 1,404 0.9703
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.