Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionPure Financial Advisors, Inc.
Latest Disclosed Ownership58,997 shares
Latest Disclosed Value $ 7,096,749
Pure Financial Advisors, Inc. ownership in MRK / Merck & Co., Inc.

On April 10, 2026 - Pure Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 58,997 shares of Merck & Co., Inc. (MX:MRK) valued at $7,096,749 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 4, 2026 disclosing 0 shares of Merck & Co., Inc..

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-10 2026-03-31 13F MERCK COM 58933Y105 58,997 58,997 7,097 0.1019
2026-03-04 2025-12-31 13F/A-1 MERCK COM 58933Y105 0 -100.00 0
2026-02-04 2025-12-31 13F MERCK COM 58933Y105 57,136 2,840 5.23 6,014 31.97 0.0967
2025-10-20 2025-09-30 13F MERCK COM 58933Y105 54,296 -388 -0.71 4,557 5.29 0.0726
2025-07-18 2025-06-30 13F MERCK COM 58933Y105 54,684 30,910 130.02 4,329 102.91 0.0762
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 23,774 1,186 5.25 2,134 -5.07 0.0446
2025-01-16 2024-12-31 13F MERCK COM 58933Y105 22,588 1,517 7.20 2,247 -6.06 0.0511
2024-10-29 2024-09-30 13F MERCK COM 58933Y105 21,071 -5,239 -19.91 2,393 -26.56 0.0574
2024-07-18 2024-06-30 13F MERCK COM 58933Y105 26,310 -50 -0.19 3,257 -6.35 0.0904
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 26,360 459 1.77 3,478 23.20 0.1088
2024-01-08 2023-12-31 13F MERCK COM 58933Y105 25,901 2,556 10.95 2,824 17.48 0.0974
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 23,345 1,415 6.45 2,403 -5.02 0.0982
2023-07-10 2023-06-30 13F MERCK COM 58933Y105 21,930 -58 -0.26 2,530 8.17 0.1073
2023-04-11 2023-03-31 13F MERCK COM 58933Y105 21,988 566 2.64 2,339 -1.56 0.1084
2023-01-09 2022-12-31 13F MERCK COM 58933Y105 21,422 43 0.20 2,377 29.06 0.1228
2022-10-06 2022-09-30 13F MERCK COM 58933Y105 21,379 85 0.40 1,841 -5.15 0.1071
2022-07-08 2022-06-30 13F MERCK COM 58933Y105 21,294 673 3.26 1,941 14.72 0.1202
2022-04-12 2022-03-31 13F MERCK COM 58933Y105 20,621 82 0.40 1,692 7.50 0.0774
2022-01-12 2021-12-31 13F MERCK COM 58933Y105 20,539 704 3.55 1,574 5.64 0.0780
2021-10-07 2021-09-30 13F MERCK COM 58933Y105 19,835 44 0.22 1,490 -3.18 0.1149
2021-07-09 2021-06-30 13F MERCK COM 58933Y105 19,791 0 0.00 1,539 0.85 0.1251
2021-04-09 2021-03-31 13F MERCK & CO. COM 58933Y105 19,791 147 0.75 1,526 -5.04 0.1516
2021-01-12 2020-12-31 13F MERCK & CO. COM 58933Y105 19,644 113 0.58 1,607 -0.80 0.1924
2020-10-07 2020-09-30 13F MERCK & CO. COM 58933Y105 19,531 51 0.26 1,620 7.57 0.2365
2020-07-08 2020-06-30 13F MERCK & CO. COM 58933Y105 19,480 136 0.70 1,506 1.21 0.2354
2020-04-07 2020-03-31 13F MERCK & CO. COM 58933Y105 19,344 -523 -2.63 1,488 -17.65 0.2501
2020-01-09 2019-12-31 13F MERCK COM 58933Y105 19,867 306 1.56 1,807 9.71 0.3087
2019-10-09 2019-09-30 13F MERCK COM 58933Y105 19,561 38 0.19 1,647 0.61 0.2976
2019-07-11 2019-06-30 13F MERCK COM 58933Y105 19,523 375 1.96 1,637 2.76 0.2935
2019-04-05 2019-03-31 13F MERCK COM 58933Y105 19,148 -40 -0.21 1,593 8.66 0.3004
2019-01-11 2018-12-31 13F MERCK COM 58933Y105 19,188 -1,057 -5.22 1,466 2.09 0.2973
2018-10-04 2018-09-30 13F MERCK COM 58933Y105 20,245 225 1.12 1,436 18.19 0.3139
2018-07-10 2018-06-30 13F MERCK COM 58933Y105 20,020 387 1.97 1,215 13.66 0.2741
2018-04-05 2018-03-31 13F MERCK COM 58933Y105 19,633 47 0.24 1,069 -2.99 0.2599
2018-01-10 2017-12-31 13F MERCK COM 58933Y105 19,586 41 0.21 1,102 -11.91 0.2733
2017-10-11 2017-09-30 13F MERCK COM 58933Y105 19,545 -45 -0.23 1,251 -0.40 0.3217
2017-07-11 2017-06-30 13F MERCK COM 58933Y105 19,590 -159 -0.81 1,256 0.08 0.3388
2017-04-06 2017-03-31 13F MERCK COM 58933Y105 19,749 5 0.03 1,255 8.00 0.3631
2017-01-10 2016-12-31 13F MERCK COM 58933Y105 19,744 162 0.83 1,162 -4.91 0.3482
2016-10-07 2016-09-30 13F MERCK COM 58933Y105 19,582 41 0.21 1,222 8.53 0.3926
2016-07-13 2016-06-30 13F MERCK COM 58933Y105 19,541 244 1.26 1,126 8.69 0.3865
2016-04-07 2016-03-31 13F MERCK & CO INC COM 58933Y105 19,297 47 0.24 1,036 1.87 0.3708
2016-01-12 2015-12-31 13F MERCK & CO INC COM 58933Y105 19,250 0 0.00 1,017 6.94 0.4407
2015-10-08 2015-09-30 13F MERCK & CO INC COM 58933Y105 19,250 -387 -1.97 951 -14.94 0.4452
2015-07-10 2015-06-30 13F MERCK & CO INC COM 58933Y105 19,637 5,646 40.35 1,118 39.05 0.5534
2015-04-06 2015-03-31 13F MERCK & CO INC COM 58933Y105 13,991 3,226 29.97 804 31.59 0.2681
2015-01-14 2014-12-31 13F MERCK & CO INC COM 58933Y105 10,765 -8,785 -44.94 611 -47.28 0.2108
2014-10-08 2014-09-30 13F MERCK & CO INC COM 58933Y105 19,550 -197 -1.00 1,159 1.49 0.4299
2014-07-08 2014-06-30 13F MERCK & CO INC COM 58933Y105 19,747 197 1.01 1,142 4.39 0.4208
2014-04-08 2014-03-31 13F MERCK & CO INC COM 58933Y105 19,550 380 1.98 1,094 14.08 0.4449
2014-01-09 2013-12-31 13F MERCK & CO INC COM 58933Y105 19,170 270 1.43 959 6.56 0.4197
2013-10-08 2013-09-30 13F MERCK & CO INC COM 58933Y105 18,900 250 1.34 900 3.93 0.4336
2013-07-18 2013-06-30 13F MERCK & CO INC COM 58933Y105 18,650 18,650 866 0.4624
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.