Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionNeumann Capital Management, LLC
Latest Disclosed Ownership7,227 shares
Latest Disclosed Value $ 869,342
Neumann Capital Management, LLC ownership in MRK / Merck & Co., Inc.

On April 13, 2026 - Neumann Capital Management, LLC filed a 13F-HR form disclosing ownership of 7,227 shares of Merck & Co., Inc. (MX:MRK) valued at $869,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 7,227 shares of Merck & Co., Inc.. This represents a change in shares of 0.00% 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 7,227 0 0.00 869 14.34 0.2560
2026-01-14 2025-12-31 13F MERCK COM 58933Y105 7,227 442 6.51 761 33.57 0.2198
2025-10-16 2025-09-30 13F MERCK COM 58933Y105 6,785 900 15.29 569 22.37 0.1666
2025-07-17 2025-06-30 13F MERCK COM 58933Y105 5,885 0 0.00 466 -11.93 0.1465
2025-04-16 2025-03-31 13F MERCK COM 58933Y105 5,885 0 0.00 528 -9.74 0.1826
2025-01-21 2024-12-31 13F MERCK COM 58933Y105 5,885 1,000 20.47 585 5.60 0.1945
2024-11-06 2024-09-30 13F MERCK COM 58933Y105 4,885 -1,800 -26.93 555 -33.01 0.1845
2024-08-09 2024-06-30 13F MERCK COM 58933Y105 6,685 0 0.00 828 -6.24 0.2844
2024-05-08 2024-03-31 13F MERCK COM 58933Y105 6,685 1,800 36.85 882 65.79 0.3145
2024-02-07 2023-12-31 13F MERCK COM 58933Y105 4,885 120 2.52 533 8.57 0.2113
2023-11-03 2023-09-30 13F MERCK COM 58933Y105 4,765 0 0.00 491 -10.75 0.2138
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 4,765 0 0.00 550 8.50 0.2276
2023-05-02 2023-03-31 13F MERCK COM 58933Y105 4,765 0 0.00 507 -4.17 0.2228
2023-02-06 2022-12-31 13F MERCK COM 58933Y105 4,765 0 0.00 529 28.78 0.2481
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 4,765 33 0.70 410 -4.87 0.2109
2022-07-20 2022-06-30 13F MERCK COM 58933Y105 4,732 50 1.07 431 12.24 0.2184
2022-05-09 2022-03-31 13F MERCK COM 58933Y105 4,682 125 2.74 384 10.03 0.1631
2022-02-03 2021-12-31 13F MERCK COM 58933Y105 4,557 100 2.24 349 4.18 0.1422
2021-11-01 2021-09-30 13F MERCK COM 58933Y105 4,457 650 17.07 335 13.18 0.1504
2021-07-21 2021-06-30 13F MERCK COM 58933Y105 3,807 0 0.00 296 1.02 0.1329
2021-05-13 2021-03-31 13F MERCK & CO. COM 58933Y105 3,807 0 0.00 293 -5.79 0.1393
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 3,807 0 0.00 311 -1.58 0.1569
2020-11-02 2020-09-30 13F MERCK & CO. COM 58933Y105 3,807 0 0.00 316 7.48 0.1816
2020-07-23 2020-06-30 13F MERCK & CO. COM 58933Y105 3,807 0 0.00 294 0.34 0.1799
2020-05-13 2020-03-31 13F MERCK & CO. COM 58933Y105 3,807 0 0.00 293 -15.32 0.2132
2020-01-24 2019-12-31 13F MERCK COM 58933Y105 3,807 0 0.00 346 8.13 0.2008
2019-10-28 2019-09-30 13F MERCK COM 58933Y105 3,807 -1,460 -27.72 320 -27.60 0.1978
2019-07-25 2019-06-30 13F MERCK COM 58933Y105 5,267 0 0.00 442 0.91 0.2741
2019-05-09 2019-03-31 13F MERCK COM 58933Y105 5,267 0 0.00 438 8.68 0.2800
2019-01-29 2018-12-31 13F MERCK COM 58933Y105 5,267 -400 -7.06 403 0.25 0.3034
2018-11-01 2018-09-30 13F MERCK COM 58933Y105 5,667 0 0.00 402 16.86 0.2367
2018-08-10 2018-06-30 13F MERCK COM 58933Y105 5,667 0 0.00 344 11.33 0.2160
2018-05-09 2018-03-31 13F MERCK COM 58933Y105 5,667 335 6.28 309 3.00 0.1966
2018-02-05 2017-12-31 13F MERCK COM 58933Y105 5,332 100 1.91 300 -10.45 0.1838
2017-11-14 2017-09-30 13F MERCK COM 58933Y105 5,232 850 19.40 335 19.22 0.2074
2017-08-07 2017-06-30 13F MERCK COM 58933Y105 4,382 0 0.00 281 1.08 0.1808
2017-05-10 2017-03-31 13F MERCK COM 58933Y105 4,382 0 0.00 278 7.75 0.1803
2017-02-03 2016-12-31 13F MERCK COM 58933Y105 4,382 0 0.00 258 -5.84 0.1663
2016-11-02 2016-09-30 13F MERCK COM 58933Y105 4,382 0 0.00 274 8.73 0.1822
2016-08-10 2016-06-30 13F MERCK COM 58933Y105 4,382 0 0.00 252 8.62 0.1673
2016-05-02 2016-03-31 13F MERCK & CO INC COM 58933Y105 4,382 0 0.00 232 0.00 0.1527
2016-02-02 2015-12-31 13F MERCK & CO INC COM 58933Y105 4,382 4,382 0.00 232 0.1613
2015-11-10 2015-09-30 13F MERCK & CO INC COM 58933Y105 0 -3,957 -100.00 0 -100.00
2015-08-06 2015-06-30 13F MERCK & CO INC COM 58933Y105 3,957 0 0.00 225 -0.88 0.1437
2015-04-30 2015-03-31 13F MERCK & CO INC COM 58933Y105 3,957 3,957 227 0.1449
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.