Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionStrategic Financial Services, Inc,
Latest Disclosed Ownership19,006 shares
Latest Disclosed Value $ 2,286,232
Strategic Financial Services, Inc, ownership in MRK / Merck & Co., Inc.

On May 8, 2026 - Strategic Financial Services, Inc, filed a 13F-HR form disclosing ownership of 19,006 shares of Merck & Co., Inc. (MX:MRK) valued at $2,286,232 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 19,006 shares of Merck & Co., Inc.. This represents a change in shares of 0.00% 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)
2026-05-08 2026-03-31 13F MERCK COM 58933Y105 19,006 0 0.00 2,286 -1.34 0.1088
2026-02-09 2025-12-31 13F MERCK COM 58933Y105 19,006 -303 -1.57 2,317 43.02 0.1069
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 19,309 -902 -4.46 1,621 1.31 0.0813
2025-08-01 2025-06-30 13F MERCK COM 58933Y105 20,211 -410 -1.99 1,600 -13.57 0.0861
2025-05-23 2025-03-31 13F MERCK COM 58933Y105 20,621 -2,825 -12.05 1,851 -20.67 0.1084
2025-02-11 2024-12-31 13F MERCK COM 58933Y105 23,446 -852 -3.51 2,332 -15.48 0.1391
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 24,298 -39 -0.16 2,759 -8.40 0.1637
2024-08-12 2024-06-30 13F MERCK COM 58933Y105 24,337 1,225 5.30 3,013 -1.21 0.1906
2024-05-07 2024-03-31 13F MERCK COM 58933Y105 23,112 -640 -2.69 3,050 17.77 0.1970
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 23,752 -340 -1.41 2,589 4.40 0.1820
2023-11-06 2023-09-30 13F MERCK COM 58933Y105 24,092 -356 -1.46 2,480 -4.36 0.1930
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 24,448 -38 -0.16 2,594 -0.46 0.1934
2023-05-12 2023-03-31 13F MERCK COM 58933Y105 24,486 -1,910 -7.24 2,605 -11.03 0.2014
2023-02-13 2022-12-31 13F MERCK COM 58933Y105 26,396 -3,086 -10.47 2,929 15.32 0.2341
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 29,482 -1,365 -4.43 2,539 -9.71 0.2241
2022-08-12 2022-06-30 13F MERCK COM 58933Y105 30,847 -2,785 -8.28 2,812 1.88 0.2389
2022-04-26 2022-03-31 13F MERCK COM 58933Y105 33,632 -966 -2.79 2,760 4.07 0.2089
2022-02-15 2021-12-31 13F MERCK COM 58933Y105 34,598 -590 -1.68 2,652 0.34 0.1974
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 35,188 -931 -2.58 2,643 -5.91 0.2087
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 36,119 -515 -1.41 2,809 -0.53 0.2228
2021-05-06 2021-03-31 13F MERCK & CO. COM 58933Y105 36,634 -4,007 -9.86 2,824 -15.04 0.2385
2021-02-08 2020-12-31 13F MERCK & CO. COM 58933Y105 40,641 -719 -1.74 3,324 -3.12 0.2981
2020-11-16 2020-09-30 13F MERCK & CO. COM 58933Y105 41,360 -1,730 -4.01 3,431 2.97 0.3524
2020-08-11 2020-06-30 13F MERCK & CO. COM 58933Y105 43,090 -20,123 -31.83 3,332 -31.50 0.3703
2020-05-08 2020-03-31 13F MERCK & CO. COM 58933Y105 63,213 -10,590 -14.35 4,864 -27.53 0.6501
2020-02-13 2019-12-31 13F MERCK COM 58933Y105 73,803 -14,543 -16.46 6,712 -9.75 0.7712
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 88,346 -2,055 -2.27 7,437 -1.89 0.9504
2019-08-13 2019-06-30 13F MERCK COM 58933Y105 90,401 -1,555 -1.69 7,580 -0.89 1.0012
2019-04-23 2019-03-31 13F MERCK COM 58933Y105 91,956 -1,839 -1.96 7,648 6.71 1.0572
2019-02-11 2018-12-31 13F MERCK COM 58933Y105 93,795 -680 -0.72 7,167 6.94 1.1211
2018-10-25 2018-09-30 13F Merck COM 58933Y105 94,475 -8,010 -7.82 6,702 7.73 0.9983
2018-08-06 2018-06-30 13F Merck COM 58933Y105 102,485 1,002 0.99 6,221 12.54 0.9591
2018-05-14 2018-03-31 13F Merck COM 58933Y105 101,483 30,623 43.22 5,528 38.65 0.8989
2018-02-05 2017-12-31 13F Merck COM 58933Y105 70,860 625 0.89 3,987 -11.34 0.6305
2017-11-06 2017-09-30 13F Merck COM 58933Y105 70,235 -51 -0.07 4,497 -0.18 0.7427
2017-08-14 2017-06-30 13F Merck COM 58933Y105 70,286 5,361 8.26 4,505 9.21 0.7877
2017-05-11 2017-03-31 13F Merck COM 58933Y105 64,925 -40 -0.06 4,125 7.87 0.7501
2017-02-14 2016-12-31 13F Merck COM 58933Y105 64,965 -110 -0.17 3,824 -5.84 0.7341
2016-11-07 2016-09-30 13F Merck COM 58933Y105 65,075 240 0.37 4,061 6.78 0.8065
2016-08-05 2016-06-30 13F Merck COM 58933Y105 64,835 -619 -0.95 3,803 9.82 0.7629
2016-05-05 2016-03-31 13F Merck COM 58933Y105 65,454 20,454 45.45 3,463 45.69 0.8047
2016-02-12 2015-12-31 13F Merck COM 58933Y105 45,000 1,470 3.38 2,377 10.56 0.6240
2015-11-13 2015-09-30 13F Merck COM 58933Y105 43,530 1,360 3.23 2,150 -10.45 0.5962
2015-08-12 2015-06-30 13F Merck COM 58933Y105 42,170 18,135 75.45 2,401 73.73 0.6732
2015-05-14 2015-03-31 13F Merck COM 58933Y105 24,035 -599 -2.43 1,382 -1.22 0.3560
2015-02-12 2014-12-31 13F Merck COM 58933Y105 24,634 75 0.31 1,399 -3.91 0.3803
2014-11-14 2014-09-30 13F Merck COM 58933Y105 24,559 776 3.26 1,456 5.81 0.4064
2014-08-14 2014-06-30 13F Merck COM 58933Y105 23,783 108 0.46 1,376 2.38 0.3810
2014-05-15 2014-03-31 13F Merck COM 58933Y105 23,675 1,355 6.07 1,344 20.32 0.3935
2014-02-14 2013-12-31 13F Merck COM 58933Y105 22,320 -155 -0.69 1,117 4.39 0.3542
2013-11-15 2013-09-30 13F Merck COM 58933Y105 22,475 299 1.35 1,070 3.88 0.3602
2013-08-15 2013-06-30 13F Merck COM 58933Y105 22,176 22,176 1,030 0.3640
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.