Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionParadigm Financial Partners, Llc
Latest Disclosed Ownership13,101 shares
Latest Disclosed Value $ 1,575,919
Paradigm Financial Partners, Llc reports 16.36% decrease in ownership of MRK / Merck & Co., Inc.

On April 21, 2026 - Paradigm Financial Partners, Llc filed a 13F-HR form disclosing ownership of 13,101 shares of Merck & Co., Inc. (MX:MRK) valued at $1,575,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 15,663 shares of Merck & Co., Inc.. This represents a change in shares of -16.36% 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)
2026-04-21 2026-03-31 13F MERCK COM 58933Y105 13,101 -2,562 -16.36 1,576 -4.43 0.2849
2026-01-26 2025-12-31 13F MERCK COM 58933Y105 15,663 536 3.54 1,649 29.87 0.1659
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 15,127 -1,181 -7.24 1,270 -1.63 0.1296
2025-07-17 2025-06-30 13F MERCK COM 58933Y105 16,308 2,212 15.69 1,291 1.98 0.1401
2025-05-13 2025-03-31 13F MERCK COM 58933Y105 14,096 -1,209 -7.90 1,265 -16.89 0.1570
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 15,305 1,057 7.42 1,523 8.48 0.1922
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 14,248 -1,592 -10.05 1,403 -28.42 0.1956
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 15,840 267 1.71 1,961 -4.58 0.2922
2024-05-15 2024-03-31 13F MERCK COM 58933Y105 15,573 -1,034 -6.23 2,055 13.48 0.4423
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 16,607 -1,169 -6.58 1,810 0.06 0.4391
2023-10-12 2023-09-30 13F MERCK COM 58933Y105 17,776 -218 -1.21 1,809 -12.86 0.4984
2023-07-13 2023-06-30 13F MERCK COM 58933Y105 17,994 -4,163 -18.79 2,076 -11.92 0.5618
2023-04-12 2023-03-31 13F MERCK COM 58933Y105 22,157 401 1.84 2,357 -5.64 0.6370
2023-01-27 2022-12-31 13F MERCK COM 58933Y105 21,756 5 0.02 2,498 31.34 0.7276
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 21,751 -2,563 -10.54 1,902 -15.88 0.5898
2022-07-27 2022-06-30 13F MERCK COM 58933Y105 24,314 -490 -1.98 2,261 7.26 0.6786
2022-05-16 2022-03-31 13F MERCK & CO. COM 58933Y105 24,804 2,492 11.17 2,108 23.27 0.4680
2022-02-18 2021-12-31 13F/A-1 MERCK COM 58933Y105 22,312 -14 -0.06 1,710 -6.51 0.3587
2022-02-10 2021-12-31 13F MERCK COM 58933Y105 159,761 137,435 13,048 0.4055
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 22,326 -510 -2.23 1,829 2.98 0.4342
2021-08-12 2021-06-30 13F MERCK COM 58933Y105 22,836 -1,136 -4.74 1,776 -3.90 0.4429
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 23,972 -1,011 -4.05 1,848 -11.96 0.4998
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 24,983 -219 -0.87 2,099 0.38 0.6062
2020-11-10 2020-09-30 13F MERCK & CO. COM 58933Y105 25,202 -134 -0.53 2,091 3.72 0.7388
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 25,336 303 1.21 2,016 -1.32 0.7980
2020-05-08 2020-03-31 13F MERCK & CO. COM 58933Y105 25,033 -827 -3.20 2,043 -13.14 1.0508
2020-01-29 2019-12-31 13F MERCK COM 58933Y105 25,860 530 2.09 2,352 10.32 0.9143
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 25,330 145 0.58 2,132 0.95 0.9777
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 25,185 -445 -1.74 2,112 -0.94 0.9410
2019-05-15 2019-03-31 13F MERCK COM 58933Y105 25,630 -698 -2.65 2,132 5.96 0.9953
2019-02-12 2018-12-31 13F MERCK COM 58933Y105 26,328 26,328 2,012 1.2208
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.