Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership49,836 shares
Latest Disclosed Value $ 5,994,772
Moody Lynn & Lieberson, Llc reports 10.49% increase in ownership of MRK / Merck & Co., Inc.

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 49,836 shares of Merck & Co., Inc. (MX:MRK) valued at $5,994,772 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 45,104 shares of Merck & Co., Inc.. This represents a change in shares of 10.49% 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)
2026-04-13 2026-03-31 13F MERCK COM 58933Y105 49,836 4,732 10.49 5,995 26.27 0.3365
2026-01-15 2025-12-31 13F MERCK COM 58933Y105 45,104 8,530 23.32 4,748 54.68 0.2516
2025-10-20 2025-09-30 13F MERCK COM 58933Y105 36,574 -1,219 -3.23 3,070 2.61 0.1652
2025-07-17 2025-06-30 13F MERCK COM 58933Y105 37,793 -9,878 -20.72 2,992 -30.08 0.1727
2025-04-28 2025-03-31 13F MERCK COM 58933Y105 47,671 -26,544 -35.77 4,279 -42.05 0.2746
2025-01-21 2024-12-31 13F MERCK COM 58933Y105 74,215 -3,071 -3.97 7,383 -15.88 0.4524
2024-10-23 2024-09-30 13F MERCK COM 58933Y105 77,286 -55,686 -41.88 8,777 -46.69 0.5409
2024-07-25 2024-06-30 13F MERCK COM 58933Y105 132,972 14,399 12.14 16,462 5.22 1.0777
2024-04-23 2024-03-31 13F MERCK COM 58933Y105 118,573 15,928 15.52 15,646 39.81 1.0520
2024-01-24 2023-12-31 13F MERCK COM 58933Y105 102,645 -189 -0.18 11,190 5.71 0.8515
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 102,834 99 0.10 10,587 -10.70 0.9074
2023-07-27 2023-06-30 13F MERCK COM 58933Y105 102,735 -15,508 -13.12 11,855 -5.76 0.9570
2023-05-02 2023-03-31 13F MERCK COM 58933Y105 118,243 6,113 5.45 12,580 104,725.00 1.1313
2023-02-01 2022-12-31 13F MERCK COM 58933Y105 112,130 12,823 12.91 12 -99.86 1.1386
2022-10-26 2022-09-30 13F MERCK COM 58933Y105 99,307 -2,619 -2.57 8,552 -7.97 0.8253
2022-07-28 2022-06-30 13F MERCK COM 58933Y105 101,926 38,071 59.62 9,293 77.38 0.8364
2022-04-27 2022-03-31 13F MERCK COM 58933Y105 63,855 5,126 8.73 5,239 16.40 0.3836
2022-01-26 2021-12-31 13F MERCK COM 58933Y105 58,729 -160 -0.27 4,501 1.76 0.3020
2021-10-26 2021-09-30 13F MERCK COM 58933Y105 58,889 -32,262 -35.39 4,423 -37.61 0.3315
2021-07-28 2021-06-30 13F MERCK COM 58933Y105 91,151 11,906 15.02 7,089 16.04 0.5341
2021-04-23 2021-03-31 13F MERCK COM 58933Y105 79,245 6,327 8.68 6,109 2.41 0.5076
2021-01-26 2020-12-31 13F MERCK COM 58933Y105 72,918 -22,480 -23.56 5,965 -24.62 0.5119
2020-10-28 2020-09-30 13F MERCK COM 58933Y105 95,398 -6,496 -6.38 7,913 0.43 0.7840
2020-07-24 2020-06-30 13F MERCK COM 58933Y105 101,894 -987 -0.96 7,879 -0.47 0.8557
2020-04-30 2020-03-31 13F MERCK COM 58933Y105 102,881 29,432 40.07 7,916 18.50 1.0885
2020-01-28 2019-12-31 13F MERCK COM 58933Y105 73,449 5,224 7.66 6,680 16.32 0.6444
2019-10-28 2019-09-30 13F MERCK COM 58933Y105 68,225 -59,824 -46.72 5,743 -46.51 0.6412
2019-07-23 2019-06-30 13F MERCK COM 58933Y105 128,049 57,553 81.64 10,737 83.13 1.1802
2019-04-23 2019-03-31 13F MERCK COM 58933Y105 70,496 -69,831 -49.76 5,863 -45.32 0.6719
2019-01-29 2018-12-31 13F MERCK COM 58933Y105 140,327 11,099 8.59 10,722 16.96 1.4411
2018-10-29 2018-09-30 13F MERCK COM 58933Y105 129,228 72,580 128.12 9,167 166.56 0.9731
2018-07-24 2018-06-30 13F MERCK COM 58933Y105 56,648 -976 -1.69 3,439 9.56 0.4060
2018-04-27 2018-03-31 13F MERCK COM 58933Y105 57,624 -936 -1.60 3,139 -11.63 0.3792
2018-02-02 2017-12-31 13F MERCK COM 58933Y105 58,560 -51,604 -46.84 3,552 -49.65 0.3791
2017-11-06 2017-09-30 13F MERCK COM 58933Y105 110,164 34,308 45.23 7,054 45.08 0.8578
2017-07-26 2017-06-30 13F MERCK COM 58933Y105 75,856 -40,367 -34.73 4,862 -34.16 0.6389
2017-05-02 2017-03-31 13F MERCK COM 58933Y105 116,223 76,366 191.60 7,385 214.79 1.0373
2017-01-25 2016-12-31 13F MERCK COM 58933Y105 39,857 -62,345 -61.00 2,346 -63.22 0.3369
2016-10-25 2016-09-30 13F MERCK COM 58933Y105 102,202 61,912 153.67 6,378 174.80 1.0605
2016-07-29 2016-06-30 13F MERCK COM 58933Y105 40,290 253 0.63 2,321 9.58 0.4158
2016-05-02 2016-03-31 13F MERCK COM 58933Y105 40,037 -119 -0.30 2,118 -0.14 0.3335
2016-01-28 2015-12-31 13F MERCK COM 58933Y105 40,156 3,750 10.30 2,121 17.96 0.3336
2015-10-28 2015-09-30 13F MERCK COM 58933Y105 36,406 -4,522 -11.05 1,798 -22.83 0.3449
2015-08-25 2015-06-30 13F MERCK COM 58933Y105 40,928 -124,522 -75.26 2,330 -75.50 0.3708
2015-04-29 2015-03-31 13F MERCK COM 58933Y105 165,450 165,450 0.00 9,510 1.5169
2015-01-28 2014-12-31 13F MERCK COM 58933Y105 0 -172,449 -100.00 0 -100.00
2014-10-28 2014-09-30 13F MERCK COM 58933Y105 172,449 -3,911 -2.22 10,223 0.21 1.5220
2014-07-30 2014-06-30 13F MERCK COM 58933Y105 176,360 -662 -0.37 10,202 1.51 1.4012
2014-04-30 2014-03-31 13F MERCK COM 58933Y105 177,022 137,932 352.86 10,050 413.80 1.4556
2014-02-10 2013-12-31 13F MERCK COM 58933Y105 39,090 -1,050 -2.62 1,956 2.35 0.2665
2013-10-29 2013-09-30 13F MERCK COM 58933Y105 40,140 167 0.42 1,911 2.91 0.2954
2013-07-30 2013-06-30 13F MERCK COM 58933Y105 39,973 39,973 1,857 0.3249
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.