Merck & Co., Inc.
US ˙ NYSE ˙ US58933Y1055

SecurityMRK / Merck & Co., Inc.
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership158 shares
Latest Disclosed Value $ 19,006
IFG Advisory, LLC reports 99.36% decrease in ownership of MRK / Merck & Co., Inc.

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 158 shares of Merck & Co., Inc. (US:MRK) valued at $19,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 24,607 shares of Merck & Co., Inc.. This represents a change in shares of -99.36% during the quarter. The current value of the position is $18,123 USD.

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)
2026-05-12 2026-03-31 13F MERCK COM 58933Y105 158 -24,449 -99.36 19 -99.27 0.0545
2026-02-10 2025-12-31 13F MERCK COM 58933Y105 24,607 -286 -1.15 2,590 23.98 0.1129
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 24,893 -48 -0.19 2,089 5.83 0.0950
2025-08-04 2025-06-30 13F MERCK COM 58933Y105 24,941 5,137 25.94 1,974 11.09 0.0991
2025-05-08 2025-03-31 13F MERCK COM 58933Y105 19,804 422 2.18 1,778 -7.83 0.0985
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 19,382 -1,831 -8.63 1,928 -19.97 0.1093
2024-10-30 2024-09-30 13F MERCK Common Stock 58933Y105 21,213 614 2.98 2,409 -5.53 0.1534
2024-07-30 2024-06-30 13F MERCK Common Stock 58933Y105 20,599 -60 -0.29 2,550 -6.46 0.1636
2024-05-06 2024-03-31 13F MERCK Common Stock 58933Y105 20,659 -212 -1.02 2,726 19.82 0.2033
2024-01-17 2023-12-31 13F MERCK Common Stock 58933Y105 20,871 -2,052 -8.95 2,275 -3.56 0.1665
2023-11-13 2023-09-30 13F MERCK Common Stock 58933Y105 22,923 954 4.34 2,360 -6.94 0.1985
2023-07-21 2023-06-30 13F MERCK Common Stock 58933Y105 21,969 1,244 6.00 2,535 15.02 0.2248
2023-04-26 2023-03-31 13F MERCK Common Stock 58933Y105 20,725 -3,796 -15.48 2,205 110,100.00 0.2061
2023-01-31 2022-12-31 13F MERCK Common Stock 58933Y105 24,521 -11,397 -31.73 3 -99.94 0.2708
2022-10-28 2022-09-30 13F MERCK Common Stock 58933Y105 35,918 6,690 22.89 3,093 16.10 0.2812
2022-08-04 2022-06-30 13F MERCK Common Stock 58933Y105 29,228 -1,105 -3.64 2,664 7.07 0.2829
2022-05-04 2022-03-31 13F MERCK Common Stock 58933Y105 30,333 7,873 35.05 2,488 44.57 0.2511
2022-02-14 2021-12-31 13F MERCK Common Stock 58933Y105 22,460 7,955 54.84 1,721 58.03 0.1677
2021-10-12 2021-09-30 13F MERCK Common Stock 58933Y105 14,505 1,044 7.76 1,089 4.11 0.1173
2021-07-21 2021-06-30 13F MERCK Common Stock 58933Y105 13,461 -147 -1.08 1,046 -0.29 0.1163
2021-04-19 2021-03-31 13F MERCK Common Stock 58933Y105 13,608 1,235 9.98 1,049 3.66 0.1307
2021-02-08 2020-12-31 13F MERCK Common Stock 58933Y105 12,373 -96 -0.77 1,012 -2.13 0.1401
2020-11-02 2020-09-30 13F MERCK Common Stock 58933Y105 12,469 756 6.45 1,034 14.25 0.1674
2020-08-10 2020-06-30 13F MERCK Common Stock 58933Y105 11,713 712 6.47 905 6.97 0.1631
2020-05-11 2020-03-31 13F MERCK Common Stock 58933Y105 11,001 90 0.82 846 -14.72 0.1889
2020-02-07 2019-12-31 13F MERCK Common Stock 58933Y105 10,911 -2,085 -16.04 992 -9.32 0.1811
2019-11-06 2019-09-30 13F MERCK Common Stock 58933Y105 12,996 -3,844 -22.83 1,094 -22.52 0.2122
2019-08-06 2019-06-30 13F MERCK Common Stock 58933Y105 16,840 688 4.26 1,412 5.14 0.2504
2019-05-08 2019-03-31 13F MERCK Common Stock 58933Y105 16,152 125 0.78 1,343 9.72 0.2569
2019-02-07 2018-12-31 13F MERCK Common Stock 58933Y105 16,027 -2,669 -14.28 1,224 -7.69 0.2885
2018-11-05 2018-09-30 13F MERCK Common Stock 58933Y105 18,696 228 1.23 1,326 18.29 0.2493
2018-08-02 2018-06-30 13F MERCK Common Stock 58933Y105 18,468 -1,057 -5.41 1,121 5.46 0.2306
2018-04-26 2018-03-31 13F MERCK Common Stock 58933Y105 19,525 -232 -1.17 1,063 -4.32 0.2363
2018-02-01 2017-12-31 13F/A-1 MERCK Common Stock 58933Y105 19,757 19,757 1,111 0.2502
2018-01-29 2017-12-31 13F MERCK Common Stock 58933Y105 12,510 1,134
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.