Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership28,802 shares
Latest Disclosed Value $ 3,464,618
Newman Dignan & Sheerar, Inc. reports 2.10% decrease in ownership of MRK / Merck & Co., Inc.

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 28,802 shares of Merck & Co., Inc. (MX:MRK) valued at $3,464,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 29,420 shares of Merck & Co., Inc.. This represents a change in shares of -2.10% 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 28,802 -618 -2.10 3,465 11.89 0.7293
2026-01-22 2025-12-31 13F Merck COM 58933Y105 29,420 -15,275 -34.18 3,097 -17.46 0.6454
2025-10-09 2025-09-30 13F Merck COM 58933Y105 44,695 -1,239 -2.70 3,751 3.16 0.8101
2025-07-18 2025-06-30 13F Merck COM 58933Y105 45,934 -1,051 -2.24 3,636 -13.78 0.8358
2025-05-14 2025-03-31 13F/A-1 Merck COM 58933Y105 46,985 -4,035 -7.91 4,217 -16.91 1.1511
2025-05-02 2025-03-31 13F Merck COM 58933Y105 51,020 0 5,076 1.3001
2025-01-30 2024-12-31 13F Merck COM 58933Y105 51,020 -840 -1.62 5,076 -6.11 1.3001
2024-11-12 2024-09-30 13F Merck COM 58933Y105 51,860 -769 -1.46 5,405 -17.04 1.2946
2024-07-15 2024-06-30 13F Merck COM 58933Y105 52,629 -173 -0.33 6,515 -6.49 1.6803
2024-04-29 2024-03-31 13F Merck COM 58933Y105 52,802 -64 -0.12 6,967 20.89 1.8629
2024-02-09 2023-12-31 13F Merck COM 58933Y105 52,866 2,745 5.48 5,763 11.71 1.7402
2023-11-08 2023-09-30 13F Merck COM 58933Y105 50,121 -1,404 -2.72 5,160 -13.22 1.6934
2023-08-02 2023-06-30 13F Merck COM 58933Y105 51,525 -1,163 -2.21 5,945 6.07 1.8351
2023-04-28 2023-03-31 13F Merck COM 58933Y105 52,688 -964 -1.80 5,606 -5.83 1.7995
2023-01-20 2022-12-31 13F Merck COM 58933Y105 53,652 -35 -0.07 5,953 28.72 1.9718
2022-10-18 2022-09-30 13F Merck COM 58933Y105 53,687 10 0.02 4,624 -5.52 0.7243
2022-08-03 2022-06-30 13F Merck COM 58933Y105 53,677 -470 -0.87 4,894 10.15 1.6698
2022-04-14 2022-03-31 13F Merck COM 58933Y105 54,147 44 0.08 4,443 7.14 0.8525
2022-01-18 2021-12-31 13F Merck COM 58933Y105 54,103 1,270 2.40 4,147 4.51 1.2571
2021-10-07 2021-09-30 13F Merck COM 58933Y105 52,833 -87 -0.16 3,968 -3.60 1.1465
2021-07-28 2021-06-30 13F Merck COM 58933Y105 52,920 456 0.87 4,116 1.78 1.3872
2021-05-05 2021-03-31 13F Merck COM 58933Y105 52,464 -1,278 -2.38 4,044 -8.01 1.4662
2021-01-29 2020-12-31 13F Merck COM 58933Y105 53,742 -125 -0.23 4,396 -1.61 0.7068
2020-10-14 2020-09-30 13F Merck COM 58933Y105 53,867 -310 -0.57 4,468 4.39 1.8671
2020-08-06 2020-06-30 13F Merck COM 58933Y105 54,177 259 0.48 4,280 -3.28 1.8476
2020-04-20 2020-03-31 13F Merck COM 58933Y105 53,918 -1,153 -2.09 4,425 -11.66 2.3165
2020-01-15 2019-12-31 13F Merck COM 58933Y105 55,071 80 0.15 5,009 8.21 0.5347
2019-10-21 2019-09-30 13F Merck COM 58933Y105 54,991 -1,221 -2.17 4,629 -1.78 2.1806
2019-07-31 2019-06-30 13F Merck COM 58933Y105 56,212 -609 -1.07 4,713 -0.28 0.1254
2019-04-09 2019-03-31 13F Merck COM 58933Y105 56,821 -1,418 -2.43 4,726 6.20 1.8991
2019-01-23 2018-12-31 13F Merck COM 58933Y105 58,239 -294 -0.50 4,450 7.02 0.3771
2018-10-25 2018-09-30 13F Merck COM 58933Y105 58,533 -238 -0.40 4,158 16.57 1.8200
2018-07-06 2018-06-30 13F Merck COM 58933Y105 58,771 135 0.23 3,567 6.41 0.2383
2018-04-17 2018-03-31 13F Merck COM 58933Y105 58,636 -5,464 -8.52 3,352 -7.07 1.6929
2018-01-29 2017-12-31 13F Merck COM 58933Y105 64,100 390 0.61 3,607 -11.57 1.8046
2017-10-18 2017-09-30 13F Merck COM 58933Y105 63,710 9 0.01 4,079 -0.10 2.1749
2017-08-08 2017-06-30 13F Merck COM 58933Y105 63,701 -606 -0.94 4,083 -0.07 2.2659
2017-04-10 2017-03-31 13F Merck COM 58933Y105 64,307 493 0.77 4,086 8.76 1.8098
2017-01-27 2016-12-31 13F Merck COM 58933Y105 63,814 56 0.09 3,757 -5.58 2.2909
2016-10-27 2016-09-30 13F Merck COM 58933Y105 63,758 -166 -0.26 3,979 8.04 2.5009
2016-07-08 2016-06-30 13F Merck COM 58933Y105 63,924 -482 -0.75 3,683 8.07 2.3013
2016-04-11 2016-03-31 13F Merck Equities 58933Y105 64,406 1,020 1.61 3,408 1.79 2.4793
2016-01-13 2015-12-31 13F Merck COM 58933Y105 63,386 2,809 4.64 3,348 11.90 2.3640
2015-10-23 2015-09-30 13F Merck COM 58933Y105 60,577 8,723 16.82 2,992 1.36 1.9235
2015-07-15 2015-06-30 13F Merck COM 58933Y105 51,854 1,154 2.28 2,952 1.30 2.1258
2015-04-10 2015-03-31 13F Merck COM 58933Y105 50,700 50,700 0.00 2,914 2.0803
2015-01-28 2014-12-31 13F Merck COM 58933Y105 0 -50,974 -100.00 0 -100.00
2014-10-16 2014-09-30 13F Merck COM 58933Y105 50,974 -193 -0.38 3,022 2.09 2.2701
2014-07-22 2014-06-30 13F Merck COM 58933Y105 51,167 -1,498 -2.84 2,960 -1.00 1.6853
2014-05-07 2014-03-31 13F Merck COM 58933Y105 52,665 166 0.32 2,990 13.77 2.1278
2014-02-12 2013-12-31 13F Merck COM 58933Y105 52,499 236 0.45 2,628 5.63 0.1287
2013-10-24 2013-09-30 13F Merck COM 58933Y105 52,263 1,028 2.01 2,488 4.54 1.9338
2013-08-20 2013-06-30 13F Merck COM 58933Y105 51,235 51,235 2,380 0.1827
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.