默克公司
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership74,549 shares
Latest Disclosed Value $ 8,967,468
Sowell Financial Services LLC reports 3.02% increase in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 74,549 shares of Merck & Co., Inc. (MX:MRK) valued at $8,967,468 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 72,363 shares of Merck & Co., Inc.. This represents a change in shares of 3.02% 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)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 74,549 2,186 3.02 8,967 17.74 0.3316
2026-01-21 2025-12-31 13F MERCK COM 58933Y105 72,363 3,366 4.88 7,617 31.54 0.2798
2025-10-17 2025-09-30 13F MERCK COM 58933Y105 68,997 -8,882 -11.40 5,791 -6.07 0.2222
2025-07-14 2025-06-30 13F MERCK COM 58933Y105 77,879 5,704 7.90 6,165 -4.85 0.2511
2025-04-17 2025-03-31 13F MERCK COM 58933Y105 72,175 7,761 12.05 6,478 1.11 0.2948
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 64,414 -5,416 -7.76 6,408 -19.75 0.3370
2024-10-04 2024-09-30 13F MERCK COM 58933Y105 69,830 4,304 6.57 7,984 -2.18 0.3709
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 65,526 -1,036 -1.56 8,162 -7.61 0.3898
2024-05-03 2024-03-31 13F MERCK COM 58933Y105 66,562 -145 -0.22 8,834 20.63 0.4167
2024-01-24 2023-12-31 13F MERCK COM 58933Y105 66,707 1,540 2.36 7,323 8.38 0.3967
2023-11-08 2023-09-30 13F MERCK COM 58933Y105 65,167 -907 -1.37 6,757 -11.94 0.4241
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 66,074 6,186 10.33 7,673 127,783.33 0.4277
2023-05-12 2023-03-31 13F MERCK STOCK 58933Y105 59,888 -20,592 -25.59 6 -25.00 0.4916
2023-02-09 2022-12-31 13F Merck Stock 58933Y105 80,480 11,903 17.36 9 -99.87 0.5819
2022-11-15 2022-09-30 13F Merck Stock 58933Y105 68,577 1,775 2.66 5,953 -2.97 0.6002
2022-08-15 2022-06-30 13F MERCK Stock 58933Y105 66,802 66,802 6,135 0.5670
2022-05-13 2022-03-31 13F MERCK & CO INC COM Stock 58933Y105 0 -80,469 -100.00 0 -100.00
2022-02-09 2021-12-31 13F MERCK & CO INC COM Stock 58933Y105 80,469 13,747 20.60 6,220 23.07 0.3567
2021-11-04 2021-09-30 13F MERCK & CO INC COM Stock 58933Y105 66,722 -666 -0.99 5,054 -4.35 0.3413
2021-08-05 2021-06-30 13F MERCK & CO INC COM Stock 58933Y105 67,388 -47,745 -41.47 5,284 -40.99 0.3501
2021-05-07 2021-03-31 13F MERCK & CO. INC COM Stock 58933Y105 115,133 13,482 13.26 8,955 7.70 0.3117
2021-01-13 2020-12-31 13F MERCK & CO. INC COM COM 58933Y105 101,651 -3,401 -3.24 8,315 -4.58 0.3552
2020-11-12 2020-09-30 13F MERCK & CO. INC COM COM 58933Y105 105,052 5,042 5.04 8,714 12.67 0.4352
2020-08-13 2020-06-30 13F MERCK & CO. INC COM Stock 58933Y105 100,010 -12,028 -10.74 7,734 -10.28 0.4251
2020-05-12 2020-03-31 13F MERCK & CO. INC COM Stock 58933Y105 112,038 3,452 3.18 8,620 -12.72 0.6379
2020-02-07 2019-12-31 13F MERCK & CO INC COM Stock 58933Y105 108,586 2,969 2.81 9,876 11.08 0.7526
2019-11-14 2019-09-30 13F MERCK & CO INC COM COM 58933Y105 105,617 21,138 25.02 8,891 26.54 0.7346
2019-05-15 2019-03-31 13F MERCK & CO INC COM Stock 58933Y105 84,479 549 0.65 7,026 9.56 0.7844
2019-03-05 2018-12-31 13F MERCK COM 58933Y105 83,930 -574 -0.68 6,413 6.97 0.9083
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 84,504 84,504 5,995 0.8703
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.