Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionTruvestments Capital Llc
Latest Disclosed Ownership24,216 shares
Latest Disclosed Value $ 2,912,987
Truvestments Capital Llc reports 111.36% increase in ownership of MRK / Merck & Co., Inc.

On May 13, 2026 - Truvestments Capital Llc filed a 13F-HR form disclosing ownership of 24,216 shares of Merck & Co., Inc. (MX:MRK) valued at $2,912,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,457 shares of Merck & Co., Inc.. This represents a change in shares of 111.36% 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)
2026-05-13 2026-03-31 13F MERCK COM 58933Y105 24,216 12,759 111.36 2,913 141.66 0.5253
2026-02-13 2025-12-31 13F MERCK COM 58933Y105 11,457 -746 -6.11 1,206 17.68 0.2191
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 12,203 8,592 237.94 1,024 259.30 0.1850
2025-08-13 2025-06-30 13F MERCK COM 58933Y105 3,611 105 2.99 286 -9.24 0.0572
2025-05-14 2025-03-31 13F MERCK COM 58933Y105 3,506 -545 -13.45 315 -22.08 0.0683
2025-02-10 2024-12-31 13F MERCK COM 58933Y105 4,051 21 0.52 403 -11.82 0.1037
2024-11-13 2024-09-30 13F MERCK COM 58933Y105 4,030 903 28.88 458 18.09 0.1227
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 3,127 34 1.10 387 -5.15 0.1543
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 3,093 -78 -2.46 408 18.26 0.1571
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 3,171 402 14.52 346 21.05 0.1561
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 2,769 -2,036 -42.37 285 -48.56 0.1484
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 4,805 2,898 151.97 554 174.26 0.2759
2023-05-12 2023-03-31 13F MERCK COM 58933Y105 1,907 -157 -7.61 203 -11.79 0.1081
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 2,064 209 11.27 229 43.13 0.1292
2022-11-15 2022-09-30 13F MERCK COM 58933Y105 1,855 -396 -17.59 160 -21.95 0.1009
2022-08-09 2022-06-30 13F MERCK COM 58933Y105 2,251 2,251 205 0.1200
2022-05-02 2022-03-31 13F MERCK COM 58933Y105 0 -2,209 -100.00 0 -100.00
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 2,209 244 12.42 169 14.19 0.0849
2021-10-29 2021-09-30 13F MERCK COM 58933Y105 1,965 5 0.26 148 -2.63 0.0816
2021-08-12 2021-06-30 13F MERCK COM 58933Y105 1,960 -1,966 -50.08 152 -49.67 0.0834
2021-05-18 2021-03-31 13F MERCK & CO INC COM COM 58933Y105 3,926 1,260 47.26 302 39.17 0.1707
2021-02-17 2020-12-31 13F MERCK & CO INC COM COM 58933Y105 2,666 275 11.50 217 9.60 0.1506
2020-11-13 2020-09-30 13F MERCK & CO INC COM COM 58933Y105 2,391 -992 -29.32 198 -23.85 0.1790
2020-08-06 2020-06-30 13F MERCK & CO INC COM COM 58933Y105 3,383 231 7.33 260 7.44 0.2650
2020-05-07 2020-03-31 13F MERCK & CO INC COM COM 58933Y105 3,152 -240 -7.08 242 -21.68 0.3075
2020-01-29 2019-12-31 13F MERCK COM 58933Y105 3,392 6 0.18 309 8.42 0.2140
2019-10-10 2019-09-30 13F MERCK COM 58933Y105 3,386 6 0.18 285 0.71 0.1856
2019-07-15 2019-06-30 13F MERCK COM 58933Y105 3,380 -40 -1.17 283 -0.35 0.1904
2019-04-12 2019-03-31 13F MERCK COM 58933Y105 3,420 -779 -18.55 284 -4.70 0.2180
2018-10-22 2018-09-30 13F MERCK COM 58933Y105 4,199 4,199 298 0.1433
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.