Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionRichardson Financial Services Inc.
Latest Disclosed Ownership2,251 shares
Latest Disclosed Value $ 270,651
Richardson Financial Services Inc. reports 66.13% increase in ownership of MRK / Merck & Co., Inc.

On May 1, 2026 - Richardson Financial Services Inc. filed a 13F-HR form disclosing ownership of 2,251 shares of Merck & Co., Inc. (MX:MRK) valued at $270,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,355 shares of Merck & Co., Inc.. This represents a change in shares of 66.13% 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.

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)
2026-05-01 2026-03-31 13F MERCK COMMON STOCKS 58933Y105 2,251 896 66.13 271 90.14 0.0726
2026-01-22 2025-12-31 13F MERCK COMMON STOCKS 58933Y105 1,355 407 42.93 143 79.75 0.0461
2025-10-28 2025-09-30 13F MERCK COMMON STOCKS 58933Y105 948 55 6.16 80 8.22 0.0493
2025-07-25 2025-06-30 13F MERCK COMMON STOCKS 58933Y105 893 185 26.13 73 15.87 0.0490
2025-05-06 2025-03-31 13F MERCK COMMON STOCKS 58933Y105 708 -261 -26.93 64 -33.68 0.0483
2025-01-24 2024-12-31 13F MERCK COMMON STOCKS 58933Y105 969 -462 -32.29 95 -46.33 0.0670
2024-10-24 2024-09-30 13F MERCK COMMON STOCKS 58933Y105 1,431 0 0.00 177 0.00 0.1126
2024-08-12 2024-06-30 13F MERCK COMMON STOCKS 58933Y105 1,431 -502 -25.97 177 -31.40 0.1276
2024-05-03 2024-03-31 13F Merck Common Stock 58933Y105 1,933 210 12.19 258 37.97 0.1821
2024-03-04 2023-12-31 13F MERCK COMMON STOCKS 58933Y105 1,723 1,723 188 0.1646
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.