Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMPS Loria Financial Planners, LLC
Latest Disclosed Ownership1,938 shares
Latest Disclosed Value $ 233,083
MPS Loria Financial Planners, LLC reports 0.52% increase in ownership of MRK / Merck & Co., Inc.

On May 8, 2026 - MPS Loria Financial Planners, LLC filed a 13F-HR form disclosing ownership of 1,938 shares of Merck & Co., Inc. (MX:MRK) valued at $233,083 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,928 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)
2026-05-08 2026-03-31 13F MERCK COM 58933Y105 1,938 10 0.52 233 15.35 0.0615
2026-02-03 2025-12-31 13F MERCK COM 58933Y105 1,928 1,928 203 0.0522
2025-04-22 2025-03-31 13F MERCK COM 58933Y105 0 -2,636 -100.00 0 -100.00
2025-01-14 2024-12-31 13F MERCK COM 58933Y105 2,636 6 0.23 263 -12.37 0.0778
2024-10-21 2024-09-30 13F MERCK COM 58933Y105 2,630 -61 -2.27 299 -10.21 0.0891
2024-07-10 2024-06-30 13F MERCK COM 58933Y105 2,691 5 0.19 334 -5.93 0.1075
2024-04-17 2024-03-31 13F MERCK COM 58933Y105 2,686 6 0.22 355 21.23 0.1192
2024-02-07 2023-12-31 13F MERCK COM 58933Y105 2,680 -226 -7.78 293 -2.34 0.1028
2023-10-20 2023-09-30 13F MERCK COM 58933Y105 2,906 144 5.21 300 -6.27 0.1173
2023-07-21 2023-06-30 13F MERCK COM 58933Y105 2,762 6 0.22 319 8.87 0.1200
2023-04-11 2023-03-31 13F MERCK COM 58933Y105 2,756 241 9.58 294 5.02 0.1187
2023-01-23 2022-12-31 13F MERCK COM 58933Y105 2,515 -45 -1.76 279 26.24 0.1240
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 2,560 108 4.40 221 -0.90 0.0858
2022-07-19 2022-06-30 13F MERCK CO INC COM COM 58933Y105 2,452 2,452 223 0.1006
2021-07-20 2021-06-30 13F MERCK and CO INC COM COM 58933Y105 0 -2,112 -100.00 0 -100.00
2021-05-03 2021-03-31 13F MERCK and CO INC COM COM 58933Y105 2,112 6 0.28 162 -5.26 0.0754
2021-02-02 2020-12-31 13F MERCK & CO INC COM COM 58933Y105 2,106 798 61.01 171 58.33 0.0768
2020-10-13 2020-09-30 13F MERCK & CO INC COM COM 58933Y105 1,308 7 0.54 108 6.93 0.0559
2020-08-13 2020-06-30 13F MERCK & CO INC COM COM 58933Y105 1,301 1,301 101 0.0541
2017-10-24 2017-09-30 13F MERCK & CO INC. COM COM 58933Y105 0 -1,222 -100.00 0 -100.00
2017-09-18 2017-06-30 13F MERCK & CO INC. COM COM 58933Y105 1,222 1,222 76 0.0509
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.