Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionPeak Asset Management, LLC
Latest Disclosed Ownership17,035 shares
Latest Disclosed Value $ 2,049,141
Peak Asset Management, LLC reports 4.69% decrease in ownership of MRK / Merck & Co., Inc.

On May 14, 2026 - Peak Asset Management, LLC filed a 13F-HR form disclosing ownership of 17,035 shares of Merck & Co., Inc. (MX:MRK) valued at $2,049,141 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 17,873 shares of Merck & Co., Inc.. This represents a change in shares of -4.69% 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)
2026-05-14 2026-03-31 13F MERCK COM 58933Y105 17,035 -838 -4.69 2,049 8.93 0.3615
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 17,873 -372 -2.04 1,881 22.86 0.3202
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 18,245 -825 -4.33 1,531 1.46 0.2673
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 19,070 743 4.05 1,510 -8.27 0.2766
2025-05-07 2025-03-31 13F MERCK COM 58933Y105 18,327 695 3.94 1,645 -6.21 0.3131
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 17,632 590 3.46 1,754 -9.35 0.3245
2024-11-06 2024-09-30 13F MERCK COM 58933Y105 17,042 -867 -4.84 1,935 -12.72 0.3647
2024-08-12 2024-06-30 13F MERCK COM 58933Y105 17,909 -1,021 -5.39 2,217 -11.21 0.4342
2024-05-10 2024-03-31 13F MERCK COM 58933Y105 18,930 -1,366 -6.73 2,498 12.88 0.4947
2024-02-12 2023-12-31 13F MERCK COM 58933Y105 20,296 128 0.63 2,213 6.55 0.4869
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 20,168 275 1.38 2,076 -9.54 0.5013
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 19,893 94 0.47 2,295 8.97 0.5308
2023-05-11 2023-03-31 13F MERCK COM 58933Y105 19,799 -93 -0.47 2,106 -4.58 0.5148
2023-01-30 2022-12-31 13F MERCK COM 58933Y105 19,892 -30 -0.15 2,207 28.61 0.5754
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 19,922 135 0.68 1,716 -4.88 0.4887
2022-08-11 2022-06-30 13F MERCK COM 58933Y105 19,787 -230 -1.15 1,804 9.87 0.4934
2022-05-12 2022-03-31 13F MERCK COM 58933Y105 20,017 1,113 5.89 1,642 13.32 0.3819
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 18,904 250 1.34 1,449 3.43 0.3343
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 18,654 48 0.26 1,401 -3.18 0.3454
2021-08-06 2021-06-30 13F MERCK COM 58933Y105 18,606 -357 -1.88 1,447 -1.03 0.3596
2021-05-13 2021-03-31 13F MERCK & CO. COM 58933Y105 18,963 290 1.55 1,462 -4.26 0.3532
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 18,673 147 0.79 1,527 -0.65 0.3991
2020-11-13 2020-09-30 13F MERCK & CO. COM 58933Y105 18,526 -138 -0.74 1,537 6.51 0.4585
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 18,664 4,040 27.63 1,443 28.27 0.4598
2020-05-13 2020-03-31 13F MERCK & CO. COM 58933Y105 14,624 -1,538 -9.52 1,125 -23.47 0.4337
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 16,162 555 3.56 1,470 11.87 0.4451
2019-11-08 2019-09-30 13F MERCK COM 58933Y105 15,607 -129 -0.82 1,314 -0.38 0.4294
2019-08-15 2019-06-30 13F MERCK COM 58933Y105 15,736 -394 -2.44 1,319 -1.71 0.4313
2019-05-08 2019-03-31 13F MERCK COM 58933Y105 16,130 -1,488 -8.45 1,342 -0.30 0.4567
2019-02-15 2018-12-31 13F MERCK COM 58933Y105 17,618 -1,514 -7.91 1,346 -0.81 0.5050
2018-11-09 2018-09-30 13F MERCK COM 58933Y105 19,132 -214 -1.11 1,357 15.59 0.4576
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 19,346 -56 -0.29 1,174 11.07 0.4265
2018-05-14 2018-03-31 13F MERCK COM 58933Y105 19,402 1,547 8.66 1,057 5.17 0.3883
2018-02-13 2017-12-31 13F MERCK COM 58933Y105 17,855 2,322 14.95 1,005 1.01 0.3675
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 15,533 -4 -0.03 995 -0.10 0.3564
2017-07-31 2017-06-30 13F MERCK COM 58933Y105 15,537 1,082 7.49 996 8.50 0.3696
2017-05-11 2017-03-31 13F MERCK COM 58933Y105 14,455 -719 -4.74 918 2.80 0.3478
2017-02-01 2016-12-31 13F MERCK COM 58933Y105 15,174 -250 -1.62 893 -7.27 0.3572
2016-11-02 2016-09-30 13F MERCK COM 58933Y105 15,424 0 0.00 963 8.32 0.4046
2016-08-01 2016-06-30 13F MERCK COM 58933Y105 15,424 0 0.00 889 8.95 0.3932
2016-05-10 2016-03-31 13F MERCK & CO INC COM 58933Y105 15,424 250 1.65 816 1.87 0.3869
2016-02-12 2015-12-31 13F MERCK & CO INC COM 58933Y105 15,174 1,930 14.57 801 22.48 0.3935
2015-11-13 2015-09-30 13F MERCK & CO INC COM 58933Y105 13,244 759 6.08 654 -8.02 0.3489
2015-08-14 2015-06-30 13F MERCK & CO INC COM 58933Y105 12,485 -4,471 -26.37 711 -27.08 0.3729
2015-05-15 2015-03-31 13F MERCK & CO INC COM 58933Y105 16,956 228 1.36 975 2.63 0.4836
2015-02-17 2014-12-31 13F MERCK & CO INC COM 58933Y105 16,728 16,728 950 0.5002
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.