Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionSomerville Kurt F
Latest Disclosed Ownership16,839 shares
Latest Disclosed Value $ 2,025,564
Somerville Kurt F reports 6.69% decrease in ownership of MRK / Merck & Co., Inc.

On May 8, 2026 - Somerville Kurt F filed a 13F-HR form disclosing ownership of 16,839 shares of Merck & Co., Inc. (MX:MRK) valued at $2,025,564 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 18,046 shares of Merck & Co., Inc.. This represents a change in shares of -6.69% 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)
2026-05-08 2026-03-31 13F MERCK COM 58933Y105 16,839 -1,207 -6.69 2,026 6.64 0.5343
2026-02-14 2025-12-31 13F MERCK COM 58933Y105 18,046 -360 -1.96 1,900 22.99 0.3221
2025-11-10 2025-09-30 13F MERCK COM 58933Y105 18,406 -550 -2.90 1,545 2.93 0.2553
2025-07-23 2025-06-30 13F MERCK COM 58933Y105 18,956 0 0.00 1,501 -11.82 0.2528
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 18,956 -1,860 -8.94 1,701 -17.83 0.2962
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 20,816 -10 -0.05 2,071 -12.47 0.3477
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 20,826 -5 -0.02 2,365 -8.26 0.3807
2024-08-12 2024-06-30 13F MERCK COM 58933Y105 20,831 -50 -0.24 2,579 -6.42 0.4347
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 20,881 -545 -2.54 2,755 17.99 0.4713
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 21,426 -25 -0.12 2,336 5.75 0.4399
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 21,451 -1,427 -6.24 2,208 -16.33 0.4440
2023-08-11 2023-06-30 13F MERCK COM 58933Y105 22,878 -150 -0.65 2,640 7.76 0.5029
2023-05-11 2023-03-31 13F MERCK COM 58933Y105 23,028 -310 -1.33 2,450 -5.41 0.4468
2023-02-09 2022-12-31 13F MERCK COM 58933Y105 23,338 -100 -0.43 2,589 28.30 0.5031
2022-11-08 2022-09-30 13F MERCK COM 58933Y105 23,438 -187 -0.79 2,018 -6.31 0.4052
2022-07-19 2022-06-30 13F MERCK COM 58933Y105 23,625 -50 -0.21 2,154 10.92 0.4088
2022-05-17 2022-03-31 13F MERCK COM 58933Y105 23,675 -2,164 -8.37 1,942 -1.92 0.3127
2022-02-08 2021-12-31 13F MERCK COM 58933Y105 25,839 -1,000 -3.73 1,980 -1.79 0.2743
2021-11-10 2021-09-30 13F MERCK COM 58933Y105 26,839 0 0.00 2,016 -3.40 0.3059
2021-08-09 2021-06-30 13F MERCK COM 58933Y105 26,839 -300 -1.11 2,087 -0.19 0.3115
2021-05-17 2021-03-31 13F MERCK COM 58933Y105 27,139 356 1.33 2,091 -4.56 0.3308
2021-02-16 2020-12-31 13F MERCK COM 58933Y105 26,783 -696 -2.53 2,191 -3.86 0.3566
2020-10-28 2020-09-30 13F MERCK COM 58933Y105 27,479 1,185 4.51 2,279 12.10 0.4013
2020-07-28 2020-06-30 13F MERCK COM 58933Y105 26,294 -248 -0.93 2,033 -0.39 0.3749
2020-05-07 2020-03-31 13F MERCK COM 58933Y105 26,542 6,612 33.18 2,041 12.58 0.4526
2020-01-15 2019-12-31 13F MERCK COM 58933Y105 19,930 -556 -2.71 1,813 5.10 0.3403
2019-11-06 2019-09-30 13F MERCK COM 58933Y105 20,486 -500 -2.38 1,725 -2.04 0.3410
2019-07-24 2019-06-30 13F MERCK COM 58933Y105 20,986 -1,685 -7.43 1,761 -6.63 0.3493
2019-05-01 2019-03-31 13F MERCK COM 58933Y105 22,671 -4,828 -17.56 1,886 -10.19 0.3740
2019-01-24 2018-12-31 13F MERCK COM 58933Y105 27,499 -1,450 -5.01 2,100 2.24 0.4819
2018-10-15 2018-09-30 13F MERCK COM 58933Y105 28,949 -1,203 -3.99 2,054 12.24 0.4109
2018-07-30 2018-06-30 13F MERCK COM 58933Y105 30,152 -1,947 -6.07 1,830 4.75 0.4037
2018-04-24 2018-03-31 13F MERCK COM 58933Y105 32,099 -4,335 -11.90 1,747 -14.74 0.3862
2018-02-02 2017-12-31 13F MERCK COM 58933Y105 36,434 4,555 14.29 2,049 0.39 0.4236
2017-10-26 2017-09-30 13F MERCK COM 58933Y105 31,879 -3,200 -9.12 2,041 -9.21 0.4071
2017-07-25 2017-06-30 13F MERCK COM 58933Y105 35,079 -300 -0.85 2,248 -0.04 0.4588
2017-05-15 2017-03-31 13F MERCK COM 58933Y105 35,379 -423 -1.18 2,249 6.69 0.4754
2017-02-14 2016-12-31 13F MERCK Common Stock 58933Y105 35,802 -2,100 -5.54 2,108 -10.90 0.4671
2016-11-16 2016-09-30 13F MERCK Common Stock 58933Y105 37,902 1,995 5.56 2,366 14.41 0.5155
2016-08-08 2016-06-30 13F MERCK Common Stock 58933Y105 35,907 -1,200 -3.23 2,068 5.24 0.4648
2016-05-27 2016-03-31 13F MERCK Common Stock 58933Y105 37,107 -4,835 -11.53 1,965 -11.25 0.4485
2016-02-12 2015-12-31 13F MERCK Common Stock 58933Y105 41,942 0 0.00 2,214 6.85 0.5056
2015-11-13 2015-09-30 13F MERCK Common Stock 58933Y105 41,942 -630 -1.48 2,072 -14.49 0.5281
2015-08-10 2015-06-30 13F MERCK Common Stock 58933Y105 42,572 -2,339 -5.21 2,423 -6.12 0.5604
2015-05-22 2015-03-31 13F MERCK Common Stock 58933Y105 44,911 7,932 21.45 2,581 22.90 0.5870
2015-02-13 2014-12-31 13F MERCK Common Stock 58933Y105 36,979 6,057 19.59 2,100 14.50 0.5226
2014-11-24 2014-09-30 13F MERCK Common Stock 58933Y105 30,922 -335 -1.07 1,834 1.44 0.7399
2014-07-23 2014-06-30 13F MERCK Common Stock 58933Y105 31,257 -212 -0.67 1,808 1.23 0.7048
2014-05-30 2014-03-31 13F MERCK Common Stock 58933Y105 31,469 -4,332 -12.10 1,786 -0.28 0.7108
2014-05-28 2013-12-31 13F MERCK Common Stock 58933Y105 35,801 -1,250 -3.37 1,791 1.59 0.6856
2013-11-18 2013-09-30 13F MERCK Common Stock 58933Y105 37,051 -40 -0.11 1,763 2.32 0.7023
2013-08-19 2013-06-30 13F MERCK Common Stock 58933Y105 37,091 0 0.00 1,723 5.13 0.7237
2013-08-16 2013-03-31 13F MERCK Common Stock 58933Y105 37,091 -300 -0.80 1,639 7.12 0.6789
2013-08-16 2012-12-31 13F MERCK Common Stock 58933Y105 37,391 37,391 1,530 0.6843
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.