Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionProficio Capital Partners LLC
Latest Disclosed Ownership18,834 shares
Latest Disclosed Value $ 2,265,487
Proficio Capital Partners LLC reports 0.30% increase in ownership of MRK / Merck & Co., Inc.

On May 14, 2026 - Proficio Capital Partners LLC filed a 13F-HR form disclosing ownership of 18,834 shares of Merck & Co., Inc. (MX:MRK) valued at $2,265,487 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,777 shares of Merck & Co., Inc.. This represents a change in shares of 0.30% 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 18,834 57 0.30 2,265 14.63 0.1210
2026-02-12 2025-12-31 13F MERCK COM 58933Y105 18,777 12,454 196.96 1,976 272.83 0.1387
2025-11-17 2025-09-30 13F/A-1 MERCK COM 58933Y105 6,323 -9,175 -59.20 531 -56.77 0.0365
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 6,323 -9,175 531 0.0136
2025-08-07 2025-06-30 13F MERCK COM 58933Y105 15,498 -612 -3.80 1,227 -14.45 0.0763
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 16,110 631 4.08 1,434 -6.89 0.1108
2025-02-06 2024-12-31 13F/A-1 MERCK COM 58933Y105 15,479 4,373 39.38 1,540 22.05 0.1249
2025-02-05 2024-12-31 13F MERCK COM 58933Y105 1,075,549 1,064,443 1,540 0.1191
2024-11-01 2024-09-30 13F MERCK COM 58933Y105 11,106 -7,389 -39.95 1,261 -44.91 0.1254
2024-07-25 2024-06-30 13F MERCK COM 58933Y105 18,495 92 0.50 2,290 -5.72 0.2404
2024-05-02 2024-03-31 13F MERCK COM 58933Y105 18,403 535 2.99 2,428 24.70 0.2673
2024-02-13 2023-12-31 13F MERCK COM 58933Y105 17,868 13 0.07 1,948 5.93 0.2408
2023-10-18 2023-09-30 13F MERCK COM 58933Y105 17,855 81 0.46 1,838 -10.34 0.2450
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 17,774 257 1.47 2,051 10.04 0.2790
2023-04-21 2023-03-31 13F/A-1 MERCK COM 58933Y105 17,517 549 3.24 1,864 -1.01 0.2958
2023-04-19 2023-03-31 13F MERCK COM 58933Y105 1,033,607 1,016,639 1,864 0.2767
2023-01-30 2022-12-31 13F MERCK COM 58933Y105 16,968 156 0.93 1,883 29.79 0.3564
2022-10-11 2022-09-30 13F MERCK COM 58933Y105 16,812 348 2.11 1,450 -3.40 0.2671
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 16,464 441 2.75 1,501 14.67 0.2807
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 16,023 -697 -4.17 1,309 2.19 0.1955
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 16,720 82 0.49 1,281 2.48 0.1782
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 16,638 146 0.89 1,250 -2.57 0.1645
2021-08-16 2021-06-30 13F/A-1 MERCK COM 58933Y105 16,492 1,068 6.92 1,283 7.91 0.1565
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 8,616 -6,808 670 0.1309
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 15,424 -5,571 -26.53 1,189 -30.75 0.1541
2021-02-11 2020-12-31 13F MERCK & CO. COM 58933Y105 20,995 -1,073 -4.86 1,717 -4.82 0.2688
2020-11-02 2020-09-30 13F MERCK & CO. COM 58933Y105 22,068 233 1.07 1,804 7.00 0.3192
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 21,835 -458 -2.05 1,686 -3.27 0.3443
2020-05-06 2020-03-31 13F MERCK & CO. COM 58933Y105 22,293 2,254 11.25 1,743 -4.39 0.4375
2020-02-13 2019-12-31 13F MERCK COM 58933Y105 20,039 1,140 6.03 1,823 14.58 0.5257
2019-11-13 2019-09-30 13F MERCK COM 58933Y105 18,899 -93 -0.49 1,591 -0.06 0.5932
2019-08-13 2019-06-30 13F MERCK & CO INC COM Stock 58933Y105 18,992 734 4.02 1,592 4.81 0.5446
2019-05-13 2019-03-31 13F MERCK & CO INC COM Stock 58933Y105 18,258 1,441 8.57 1,519 18.21 0.5416
2019-02-08 2018-12-31 13F MERCK & CO INC COM Stock 58933Y105 16,817 39 0.23 1,285 7.98 0.5710
2018-11-13 2018-09-30 13F MERCK & CO INC COM Stock 58933Y105 16,778 -151 -0.89 1,190 15.76 0.3915
2018-08-10 2018-06-30 13F MERCK & CO INC COM Stock 58933Y105 16,929 196 1.17 1,028 12.84 0.4222
2018-05-14 2018-03-31 13F MERCK & CO INC COM Stock 58933Y105 16,733 8 0.05 911 -3.19 0.2676
2018-02-09 2017-12-31 13F MERCK & CO INC COM Stock 58933Y105 16,725 -575 -3.32 941 -15.07 0.3029
2017-11-14 2017-09-30 13F MERCK & CO INC COM Stock 58933Y105 17,300 689 4.15 1,108 5.12 0.4485
2017-08-03 2017-06-30 13F MERCK & CO INC COM Stock 58933Y105 16,611 -1,408 -7.81 1,054 -9.91 0.4379
2017-05-25 2017-03-31 13F MERCK & CO INC COM Stock 58933Y105 18,019 2,002 12.50 1,170 24.07 0.5116
2017-02-14 2016-12-31 13F MERCK & CO INC COM Stock 58933Y105 16,017 69 0.43 943 -5.23 0.4000
2016-10-25 2016-09-30 13F MERCK & CO INC COM Stock 58933Y105 15,948 236 1.50 995 8.39 0.5745
2016-07-29 2016-06-30 13F MERCK & CO INC COM Stock 58933Y105 15,712 579 3.83 918 14.61 0.5758
2016-04-08 2016-03-31 13F MERCK & CO INC NEW COM Stock 58933Y105 15,133 97 0.65 801 0.88 0.6698
2016-01-11 2015-12-31 13F MERCK & CO INC NEW COM Stock 58933Y105 15,036 15,036 794 0.7791
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.