默克公司
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership7,284 shares
Latest Disclosed Value $ 876,248
Bogart Wealth, LLC reports 1.45% increase in ownership of MRK / Merck & Co., Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 7,284 shares of Merck & Co., Inc. (MX:MRK) valued at $876,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 7,180 shares of Merck & Co., Inc.. This represents a change in shares of 1.45% 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)
2026-04-28 2026-03-31 13F MERCK & CO INC COM Stock 58933Y105 7,284 104 1.45 876 16.03 0.0338
2026-01-30 2025-12-31 13F MERCK & CO INC COM Stock 58933Y105 7,180 1,002 16.22 756 45.75 0.0303
2025-10-27 2025-09-30 13F MERCK & CO INC COM Stock 58933Y105 6,178 -749 -10.81 519 -5.47 0.0210
2025-07-30 2025-06-30 13F MERCK & CO INC COM Stock 58933Y105 6,927 287 4.32 548 -7.90 0.0234
2025-05-02 2025-03-31 13F MERCK & CO INC COM Stock 58933Y105 6,640 -63,616 -90.55 596 -91.49 0.0281
2025-01-30 2024-12-31 13F MERCK & CO INC COM Stock 58933Y105 70,256 10,821 18.21 6,989 3.56 0.3314
2024-10-23 2024-09-30 13F MERCK & CO INC COM Stock 58933Y105 59,435 1,164 2.00 6,749 -6.43 0.3195
2024-07-31 2024-06-30 13F MERCK & CO INC COM Stock 58933Y105 58,271 104 0.18 7,214 -6.02 0.3672
2024-04-25 2024-03-31 13F MERCK & CO INC COM Stock 58933Y105 58,167 -543 -0.92 7,675 19.92 0.3948
2024-02-07 2023-12-31 13F MERCK & CO INC COM Stock 58933Y105 58,710 -287 -0.49 6,401 5.38 0.3612
2023-10-30 2023-09-30 13F MERCK & CO INC COM Stock 58933Y105 58,997 -520 -0.87 6,074 -11.56 0.3752
2023-07-31 2023-06-30 13F MERCK & CO INC COM Stock 58933Y105 59,517 111 0.19 6,868 8.66 0.4353
2023-04-21 2023-03-31 13F MERCK & CO INC COM Stock 58933Y105 59,406 3,452 6.17 6,320 1.80 0.4219
2023-02-06 2022-12-31 13F MERCK & CO INC COM Stock 58933Y105 55,954 4,337 8.40 6,208 39.66 0.4322
2022-11-03 2022-09-30 13F MERCK & CO INC COM Stock 58933Y105 51,617 47,817 1,258.34 4,445 1,184.68 0.3710
2022-07-22 2022-06-30 13F MERCK & CO INC COM Stock 58933Y105 3,800 282 8.02 346 19.72 0.0304
2022-04-22 2022-03-31 13F MERCK & CO INC COM Stock 58933Y105 3,518 -122 -3.35 289 3.58 0.0247
2022-01-19 2021-12-31 13F MERCK & CO INC COM Stock 58933Y105 3,640 0 0.00 279 2.20 0.0252
2021-10-15 2021-09-30 13F MERCK & CO INC COM Stock 58933Y105 3,640 -414 -10.21 273 -13.33 0.0278
2021-08-06 2021-06-30 13F MERCK & CO INC COM Stock 58933Y105 4,054 -26 -0.64 315 0.00 0.0344
2021-04-16 2021-03-31 13F MERCK & CO. INC COM Stock 58933Y105 4,080 -32,471 -88.84 315 -89.46 0.0439
2021-01-14 2020-12-31 13F MERCK & CO. INC COM Stock 58933Y105 36,551 3,014 8.99 2,989 7.48 0.5547
2020-10-06 2020-09-30 13F MERCK & CO. INC COM Stock 58933Y105 33,537 -478 -1.41 2,781 5.74 0.6172
2020-07-08 2020-06-30 13F MERCK & CO. INC COM Stock 58933Y105 34,015 67 0.20 2,630 0.69 0.6181
2020-04-20 2020-03-31 13F MERCK & CO. INC COM Stock 58933Y105 33,948 -531 -1.54 2,612 -16.71 0.7123
2020-02-10 2019-12-31 13F MERCK & CO INC COM Stock 58933Y105 34,479 1,058 3.17 3,136 11.48 1.0019
2019-11-06 2019-09-30 13F/A-1 MERCK & CO INC COM Stock 58933Y105 33,421 248 0.75 2,813 1.15 1.3842
2019-10-10 2019-09-30 13F MERCK & CO INC COM Stock 58933Y105 33,421 248 2,813 1.2950
2019-07-11 2019-06-30 13F MERCK & CO INC COM Stock 58933Y105 33,173 3,192 10.65 2,781 11.55 1.6807
2019-04-08 2019-03-31 13F MERCK & CO INC COM Stock 58933Y105 29,981 -5,940 -16.54 2,493 -9.15 1.2026
2019-01-15 2018-12-31 13F MERCK & CO INC COM Stock 58933Y105 35,921 764 2.17 2,744 10.02 1.3695
2018-10-16 2018-09-30 13F MERCK & CO INC COM Stock 58933Y105 35,157 821 2.39 2,494 19.67 1.4441
2018-07-13 2018-06-30 13F MERCK & CO INC COM Stock 58933Y105 34,336 1,020 3.06 2,084 14.69 1.2674
2018-04-12 2018-03-31 13F MERCK & CO INC COM Stock 58933Y105 33,316 2,983 9.83 1,817 6.44 1.0504
2018-01-10 2017-12-31 13F MERCK & CO INC COM Stock 58933Y105 30,333 6,713 28.42 1,707 12.38 1.0941
2017-10-12 2017-09-30 13F MERCK & CO INC COM Stock 58933Y105 23,620 231 0.99 1,519 1.33 1.1236
2017-09-19 2017-06-30 13F MERCK & CO INC COM Stock 58933Y105 23,389 6,998 42.69 1,499 44.00 0.9612
2017-09-19 2017-03-31 13F MERCK & CO INC COM Stock 58933Y105 16,391 -748 -4.36 1,041 3.17 0.6925
2017-08-30 2016-12-31 13F MERCK & CO INC COM Stock 58933Y105 17,139 17,139 1,009 0.6834
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.