Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership297,046 shares
Latest Disclosed Value $ 35,731,646
Sequoia Financial Advisors, LLC reports 2.97% decrease in ownership of MRK / Merck & Co., Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 297,046 shares of Merck & Co., Inc. (MX:MRK) valued at $35,731,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 306,143 shares of Merck & Co., Inc.. This represents a change in shares of -2.97% 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)
2026-04-30 2026-03-31 13F MERCK COM 58933Y105 297,046 -9,097 -2.97 35,732 10.88 0.1998
2026-02-03 2025-12-31 13F MERCK COM 58933Y105 306,143 -5,422 -1.74 32,225 23.23 0.1797
2025-10-29 2025-09-30 13F MERCK COM 58933Y105 311,565 12,467 4.17 26,150 10.45 0.1589
2025-07-25 2025-06-30 13F MERCK COM 58933Y105 299,098 18,652 6.65 23,677 -5.94 0.1621
2025-04-23 2025-03-31 13F MERCK COM 58933Y105 280,446 -80,987 -22.41 25,173 -29.99 0.1943
2025-08-08 2024-12-31 13F/A-1 MERCK COM 58933Y105 361,433 32,726 9.96 35,955 -3.70 0.3459
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 361,433 32,726 35,955 0.3474
2024-10-21 2024-09-30 13F MERCK COM 58933Y105 328,707 150,432 84.38 37,337 69.11 0.4005
2024-07-15 2024-06-30 13F MERCK COM 58933Y105 178,275 19,179 12.05 22,078 5.13 0.2660
2024-04-30 2024-03-31 13F MERCK COM 58933Y105 159,096 -10,864 -6.39 21,000 13.29 0.2611
2024-01-26 2023-12-31 13F MERCK COM 58933Y105 169,960 111,706 191.76 18,537 208.73 0.2299
2023-11-08 2023-09-30 13F MERCK COM 58933Y105 58,254 1,239 2.17 6,005 -8.84 0.1053
2023-08-08 2023-06-30 13F MERCK COM 58933Y105 57,015 -61,165 -51.76 6,586 -47.62 0.1130
2023-04-25 2023-03-31 13F MERCK COM 58933Y105 118,180 -56,575 -32.37 12,573 -35.15 0.2795
2023-02-10 2022-12-31 13F/A-1 MERCK COM 58933Y105 174,755 47,442 37.26 19,389 76.84 0.4765
2023-01-18 2022-12-31 13F MERCK COM 58933Y105 175,512 48,199 19,473 0.4395
2022-10-26 2022-09-30 13F MERCK COM 58933Y105 127,313 -1,218 -0.95 10,964 -6.44 0.3456
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 128,531 -56,835 -30.66 11,719 -22.95 0.3314
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 185,366 26,287 16.52 15,210 24.75 0.3802
2022-02-22 2021-12-31 13F/A-1 MERCK COM 58933Y105 159,079 123,673 349.30 12,192 358.52 0.3322
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 159,079 123,673 12,192 0.2232
2021-10-26 2021-09-30 13F MERCK COM 58933Y105 35,406 -41,577 -54.01 2,659 -55.59 0.2702
2021-07-27 2021-06-30 13F MERCK COM 58933Y105 76,983 16,930 28.19 5,987 29.34 0.2184
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 60,053 13,374 28.65 4,629 21.24 0.1938
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 46,679 -82 -0.18 3,818 -1.57 0.1746
2020-10-23 2020-09-30 13F MERCK & CO. COM 58933Y105 46,761 9,670 26.07 3,879 35.25 0.2046
2020-08-25 2020-06-30 13F/A-1 MERCK & CO. COM 58933Y105 37,091 4,235 12.89 2,868 13.45 0.1696
2020-08-11 2020-06-30 13F MERCK & CO. COM 58933Y105 0 -32,856 2,868 169,821.8114
2020-05-11 2020-03-31 13F MERCK & CO. COM 58933Y105 32,856 4,174 14.55 2,528 -3.10 0.1867
2020-02-13 2019-12-31 13F MERCK COM 58933Y105 28,682 1,374 5.03 2,609 13.48 0.1657
2019-10-22 2019-09-30 13F MERCK COM 58933Y105 27,308 -413 -1.49 2,299 -1.08 0.1665
2019-07-31 2019-06-30 13F MERCK COM 58933Y105 27,721 136 0.49 2,324 1.31 0.1729
2019-05-13 2019-03-31 13F MERCK COM 58933Y105 27,585 8,755 46.49 2,294 59.42 0.1884
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 18,830 -209 -1.10 1,439 6.51 0.1665
2018-11-14 2018-09-30 13F MERCK COM 58933Y105 19,039 -390 -2.01 1,351 14.59 0.1342
2018-08-13 2018-06-30 13F MERCK COM 58933Y105 19,429 -1,593 -7.58 1,179 2.97 0.1256
2018-05-14 2018-03-31 13F MERCK COM 58933Y105 21,022 38 0.18 1,145 -3.05 0.1205
2018-02-13 2017-12-31 13F MERCK COM 58933Y105 20,984 1,223 6.19 1,181 -6.64 0.1244
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 19,761 1,265 6.84 1,265 6.75 0.1498
2017-08-09 2017-06-30 13F MERCK COM 58933Y105 18,496 1,501 8.83 1,185 9.72 0.1468
2017-05-01 2017-03-31 13F MERCK COM 58933Y105 16,995 -5,298 -23.77 1,080 -17.68 0.1374
2017-02-14 2016-12-31 13F MERCK COM 58933Y105 22,293 1,577 7.61 1,312 1.47 0.1876
2016-11-14 2016-09-30 13F MERCK COM 58933Y105 20,716 -1,430 -6.46 1,293 1.33 0.2410
2016-07-29 2016-06-30 13F MERCK COM 58933Y105 22,146 6,197 38.86 1,276 51.18 0.3576
2016-07-29 2016-03-31 13F/A-1 MERCK COM 58933Y105 15,949 1,640 11.46 844 11.64 0.2728
2016-06-09 2016-03-31 13F MERCK & CO INC COM 58933Y105 844 15,949
2016-03-11 2015-12-31 13F/A-1 MERCK & CO INC COM 58933Y105 14,309 689 5.06 756 12.33 0.3049
2016-02-16 2015-12-31 13F MERCK & CO INC COM 58933Y105 10,856 617
2015-11-13 2015-09-30 13F MERCK & CO INC COM 58933Y105 13,620 -761 -5.29 673 -17.83 0.2927
2015-08-03 2015-06-30 13F MERCK & CO INC COM 58933Y105 14,381 617 4.48 819 3.54 0.3460
2015-05-05 2015-03-31 13F MERCK & CO INC COM 58933Y105 13,764 2,908 26.79 791 28.20 0.3623
2015-02-17 2014-12-31 13F MERCK & CO INC COM 58933Y105 10,856 -178 -1.61 617 -5.66 0.4214
2014-10-29 2014-09-30 13F MERCK & CO INC COM 58933Y105 11,034 -184 -1.64 654 0.77 0.4535
2014-08-05 2014-06-30 13F MERCK & CO INC COM 58933Y105 11,218 -3 -0.03 649 1.88 0.4933
2014-05-15 2014-03-31 13F MERCK & CO INC COM 58933Y105 11,221 575 5.40 637 19.51 0.5305
2014-02-12 2013-12-31 13F MERCK & CO INC COM 58933Y105 10,646 10,646 533 0.4411
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.