Aull & Monroe Investment Management’s Merck MRK Stock Holding History

Aull & Monroe Investment Management’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.36M	Buy	18,386 +972	+6%	+$114K	0.99%	31
2026 Q1	$2.09M	Buy	17,414 +921	+6%	+$106K	0.97%	35
2025 Q4	$1.74M	Buy	16,493 +132	+0.8%	+$12.4K	0.87%	40
2025 Q3	$1.37M	Sell	16,361 -350	-2%	-$28.8K	0.7%	49
2025 Q2	$1.32M	Sell	16,711 -720	-4%	-$57.2K	0.71%	46
2025 Q1	$1.56M	Sell	17,431 -33	-0.2%	-$3.08K	0.78%	41
2024 Q4	$1.74M	Sell	17,464 -1,396	-7%	-$144K	0.89%	39
2024 Q3	$2.14M	Sell	18,860 -452	-2%	-$53.7K	0.99%	35
2024 Q2	$2.39M	Sell	19,312 -796	-4%	-$103K	1.17%	30
2024 Q1	$2.65M	Sell	20,108 -438	-2%	-$54K	1.21%	27
2023 Q4	$2.24M	Sell	20,546 -600	-3%	-$62.3K	1.11%	31
2023 Q3	$2.18M	Hold	21,146	–	–	1.14%	27
2023 Q2	$2.44M	Hold	21,146	–	–	1.23%	28
2023 Q1	$2.25M	Sell	21,146 -426	-2%	-$46K	1.15%	31
2022 Q4	$2.39M	Sell	21,572 -931	-4%	-$95.2K	1.19%	28
2022 Q3	$1.94M	Hold	22,503	–	–	1.06%	35
2022 Q2	$2.05M	Hold	22,503	–	–	1.04%	35
2022 Q1	$1.85M	Buy	22,503 +150	+0.7%	+$11.8K	0.83%	41
2021 Q4	$1.71M	Hold	22,353	–	–	0.76%	50
2021 Q3	$1.68M	Sell	22,353 -212	-0.9%	-$16.1K	0.83%	45
2021 Q2	$1.75M	Sell	22,565 -978	-4%	-$72.7K	0.83%	43
2021 Q1	$1.73M	Buy	23,543 +1,825	+8%	+$135K	0.84%	41
2020 Q4	$1.7M	Sell	21,718 -482	-2%	-$36.9K	0.9%	40
2020 Q3	$1.76M	Buy	22,200 +210	+1%	+$16.4K	1.03%	33
2020 Q2	$1.62M	Sell	21,990 -1,643	-7%	-$124K	1%	37
2020 Q1	$1.74M	Hold	23,633	–	–	1.16%	28
2019 Q4	$2.05M	Hold	23,633	–	–	1.04%	34
2019 Q3	$1.9M	Sell	23,633 -786	-3%	-$63K	1%	35
2019 Q2	$1.95M	Hold	24,419	–	–	1.04%	34
2019 Q1	$1.94M	Sell	24,419 -996	-4%	-$74.5K	1.04%	34
2018 Q4	$1.85M	Sell	25,415 -2,361	-9%	-$167K	1.06%	32
2018 Q3	$1.88M	Buy	27,776 +419	+2%	+$26.7K	0.91%	41
2018 Q2	$1.58M	Buy	27,357 +996	+4%	+$56.2K	0.81%	43
2018 Q1	$1.37M	Buy	26,361 +89	+0.3%	+$4.81K	0.71%	48
2017 Q4	$1.41M	Sell	26,272 -420	-2%	-$23.3K	0.71%	48
2017 Q3	$1.63M	Sell	26,692 -314	-1%	-$19K	0.84%	43
2017 Q2	$1.65M	Sell	27,006 -105	-0.4%	-$6.39K	0.88%	39
2017 Q1	$1.64M	Sell	27,111 -429	-2%	-$26K	0.88%	40
2016 Q4	$1.55M	Hold	27,540	–	–	0.87%	41
2016 Q3	$1.64M	Sell	27,540 -189	-0.7%	-$11.1K	0.94%	35
2016 Q2	$1.52M	Buy	27,729 +472	+2%	+$25.1K	0.88%	38
2016 Q1	$1.38M	Buy	27,257 +2,096	+8%	+$103K	0.83%	43
2015 Q4	$1.27M	Sell	25,161 -524	-2%	-$26.4K	0.79%	44
2015 Q3	$1.21M	Sell	25,685 -251	-1%	-$13.3K	0.78%	45
2015 Q2	$1.45M	Sell	25,936 -274	-1%	-$15.4K	0.85%	43
2015 Q1	$1.44M	Buy	26,210 +52	+0.2%	+$2.94K	0.81%	43
2014 Q4	$1.42M	Sell	26,158 -2,255	-8%	-$126K	0.77%	46
2014 Q3	$1.61M	Buy	28,413 +642	+2%	+$36K	0.85%	45
2014 Q2	$1.53M	Hold	27,771	–	–	0.82%	48
2014 Q1	$1.5M	Hold	27,771	–	–	0.86%	42
2013 Q4	$1.33M	Buy	27,771 +1,216	+5%	+$55.6K	0.77%	49
2013 Q3	$1.21M	Sell	26,555 -294	-1%	-$13.4K	0.78%	46
2013 Q2	$1.19M	Buy	+26,849	New	+$1.2M	0.8%	49

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aull & Monroe Investment Management's MRK Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Merck (MRK) stake by 5.6% in Q2 2026, buying an estimated $114K and bringing the position to 18,386 shares worth $2.36M. The position accounts for 0.99% of the portfolio, ranked #31.

Aull & Monroe Investment Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.65M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Aull & Monroe Investment Management held 18,386 shares of Merck worth $2.36M as of Q2 2026.
Aull & Monroe Investment Management bought 972 Merck shares in Q2 2026, an estimated $114K.
Merck made up 0.99% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #31 holding.
Aull & Monroe Investment Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Aull & Monroe Investment Management's Merck position peaked at $2.65M in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.