Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionSecurity National Bank
Latest Disclosed Ownership267 shares
Latest Disclosed Value $ 32,117
Security National Bank reports 83.64% decrease in ownership of MRK / Merck & Co., Inc.

On April 16, 2026 - Security National Bank filed a 13F-HR form disclosing ownership of 267 shares of Merck & Co., Inc. (MX:MRK) valued at $32,117 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,632 shares of Merck & Co., Inc.. This represents a change in shares of -83.64% 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)
2026-04-16 2026-03-31 13F MERCK COM 58933Y105 267 -1,365 -83.64 32 -81.29 0.0042
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 1,632 -141 -7.95 172 15.54 0.0246
2025-10-20 2025-09-30 13F MERCK COM 58933Y105 1,773 -287 -13.93 149 -9.20 0.0228
2025-07-10 2025-06-30 13F MERCK COM 58933Y105 2,060 -26,965 -92.90 163 -93.74 0.0282
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 29,025 -41,789 -59.01 2,605 -63.02 0.4921
2025-02-10 2024-12-31 13F Merck COM 58933Y105 70,814 -2,939 -3.98 7,045 -15.89 1.0050
2024-10-07 2024-09-30 13F Merck COM 58933Y105 73,753 373 0.51 8,375 -7.80 1.1380
2024-07-22 2024-06-30 13F Merck COM 58933Y105 73,380 -44 -0.06 9,084 -6.23 1.3191
2024-04-15 2024-03-31 13F Merck COM 58933Y105 73,424 344 0.47 9,688 21.60 1.4666
2024-02-13 2023-12-31 13F Merck COM 58933Y105 73,080 309 0.42 7,967 4.97 1.7994
2023-10-20 2023-09-30 13F MERCK AND CO INC Common Stock 58933Y105 72,771 -826 -1.12 7,590 -10.62 2.1298
2023-07-18 2023-06-30 13F MERCK AND CO INC Common Stock 58933Y105 73,597 -4,373 -5.61 8,492 2.37 2.1628
2023-04-17 2023-03-31 13F MERCK AND CO INC Common Stock 58933Y105 77,970 -6,300 -7.48 8,295 -11.27 2.2130
2023-02-01 2022-12-31 13F MERCK AND CO INC Common Stock 58933Y105 84,270 -2,801 -3.22 9,350 24.67 2.5207
2022-10-18 2022-09-30 13F MERCK AND CO INC Common Stock 58933Y105 87,071 -684 -0.78 7,499 -6.27 2.0912
2022-07-25 2022-06-30 13F MERCK AND CO INC Common Stock 58933Y105 87,755 -2,727 -3.01 8,001 7.77 2.2241
2022-04-25 2022-03-31 13F MERCK AND CO INC Common Stock 58933Y105 90,482 5,017 5.87 7,424 13.34 1.6978
2022-01-28 2021-12-31 13F MERCK AND CO INC Common Stock 58933Y105 85,465 686 0.81 6,550 2.86 1.4830
2021-10-14 2021-09-30 13F MERCK AND CO INC Common Stock 58933Y105 84,779 5,366 6.76 6,368 3.11 1.5973
2021-07-07 2021-06-30 13F MERCK AND CO INC Common Stock 58933Y105 79,413 3,922 5.20 6,176 6.12 1.6258
2021-04-05 2021-03-31 13F MERCK AND CO INC Common Stock 58933Y105 75,491 7,582 11.16 5,820 4.77 1.7115
2021-02-01 2020-12-31 13F MERCK AND CO INC Common Stock 58933Y105 67,909 609 0.90 5,555 -0.50 1.7647
2020-10-19 2020-09-30 13F MERCK AND CO INC Common Stock 58933Y105 67,300 4,082 6.46 5,583 14.20 1.9455
2020-08-11 2020-06-30 13F MERCK AND CO INC Common Stock 58933Y105 63,218 4,110 6.95 4,889 7.50 2.0192
2020-04-21 2020-03-31 13F MERCK AND CO INC Common Stock 58933Y105 59,108 2,032 3.56 4,548 -12.39 2.3877
2020-02-04 2019-12-31 13F MERCK AND CO INC Common Stock 58933Y105 57,076 773 1.37 5,191 9.51 2.3136
2019-10-15 2019-09-30 13F MERCK AND CO INC Common Stock 58933Y105 56,303 954 1.72 4,740 2.13 2.2362
2019-07-22 2019-06-30 13F MERCK AND CO INC Common Stock 58933Y105 55,349 1,133 2.09 4,641 2.93 2.2937
2019-05-14 2019-03-31 13F MERCK AND CO INC Common Stock 58933Y105 54,216 1,913 3.66 4,509 12.84 2.3391
2019-02-14 2018-12-31 13F MERCK AND CO INC Common Stock 58933Y105 52,303 1,529 3.01 3,996 10.94 2.4920
2018-10-12 2018-09-30 13F MERCK AND CO INC Common Stock 58933Y105 50,774 2,247 4.63 3,602 22.27 1.9919
2018-07-26 2018-06-30 13F MERCK AND CO INC Common Stock 58933Y105 48,527 1,965 4.22 2,946 16.17 1.8743
2018-05-09 2018-03-31 13F MERCK AND CO INC Common Stock 58933Y105 46,562 1,776 3.97 2,536 0.63 1.6973
2018-02-13 2017-12-31 13F MERCK AND CO INC Common Stock 58933Y105 44,786 388 0.87 2,520 -11.33 1.6372
2017-11-13 2017-09-30 13F MERCK AND CO INC Common Stock 58933Y105 44,398 789 1.81 2,842 1.68 1.9456
2018-01-03 2017-06-30 13F MERCK AND CO INC Common Stock 58933Y105 43,609 1,594 3.79 2,795 4.68 2.0357
2018-01-04 2017-03-31 13F MERCK AND CO INC Common Stock 58933Y105 42,015 42,015 2,670 2.0001
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.