Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionIAM Advisory, LLC
Latest Disclosed Ownership23,237 shares
Latest Disclosed Value $ 2,795,174
IAM Advisory, LLC reports 0.74% increase in ownership of MRK / Merck & Co., Inc.

On April 10, 2026 - IAM Advisory, LLC filed a 13F-HR form disclosing ownership of 23,237 shares of Merck & Co., Inc. (MX:MRK) valued at $2,795,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 23,067 shares of Merck & Co., Inc.. This represents a change in shares of 0.74% 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)
2026-04-10 2026-03-31 13F MERCK COM 58933Y105 23,237 170 0.74 2,795 15.16 0.6263
2026-01-07 2025-12-31 13F MERCK COM 58933Y105 23,067 486 2.15 2,428 28.07 0.5395
2025-10-20 2025-09-30 13F MERCK COM 58933Y105 22,581 3,812 20.31 1,895 27.61 0.4262
2025-07-08 2025-06-30 13F MERCK COM 58933Y105 18,769 663 3.66 1,486 -8.62 0.3566
2025-04-11 2025-03-31 13F MERCK COM 58933Y105 18,106 306 1.72 1,625 -8.19 0.4221
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 17,800 374 2.15 1,771 -10.52 0.4488
2024-10-07 2024-09-30 13F MERCK COM 58933Y105 17,426 232 1.35 1,979 -7.05 0.5001
2024-07-12 2024-06-30 13F MERCK COM 58933Y105 17,194 138 0.81 2,129 -5.42 0.5770
2024-04-15 2024-03-31 13F MERCK COM 58933Y105 17,056 266 1.58 2,251 22.95 0.6165
2024-01-12 2023-12-31 13F MERCK COM 58933Y105 16,790 494 3.03 1,830 9.12 0.5749
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 16,296 328 2.05 1,678 -8.96 0.5860
2023-07-13 2023-06-30 13F MERCK COM 58933Y105 15,968 682 4.46 1,843 13.28 0.6286
2023-04-10 2023-03-31 13F MERCK COM 58933Y105 15,286 769 5.30 1,626 0.99 0.5618
2023-01-18 2022-12-31 13F MERCK & CO INC COM Stock 58933Y105 14,517 477 3.40 1,611 33.17 0.5920
2022-10-17 2022-09-30 13F MERCK & CO INC COM Stock 58933Y105 14,040 1,178 9.16 1,209 3.07 0.5108
2022-07-12 2022-06-30 13F MERCK & CO INC COM Stock 58933Y105 12,862 524 4.25 1,173 15.91 0.4819
2022-04-14 2022-03-31 13F MERCK & CO INC COM Stock 58933Y105 12,338 393 3.29 1,012 2.85 0.4111
2022-01-19 2021-12-31 13F MERCK & CO INC COM Stock 58933Y105 11,945 1,398 13.25 984 16.73 0.3891
2021-10-14 2021-09-30 13F MERCK & CO INC COM Stock 58933Y105 10,547 10,547 843 0.3578
2021-07-20 2021-06-30 13F MERCK & CO. INC COM Stock 58933Y105 0 -9,369 -100.00 0 -100.00
2021-05-10 2021-03-31 13F MERCK & CO. INC COM Stock 58933Y105 9,369 -496 -5.03 712 -6.68 0.3105
2021-02-08 2020-12-31 13F MERCK & CO. INC COM Stock 58933Y105 9,865 9,865 763 0.3833
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.