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Stokes Capital Advisors’s Merck MRK Stock Holding History

Stokes Capital Advisors’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 		$690K Buy
5,373
+1,275
+31% +$149K 0.15% 70
2026
Q1 		$493K Buy
4,098
+1,838
+81% +$212K 0.11% 69
2025
Q4 		$238K Buy
+2,260
New +$212K 0.05% 76
2025
Q1 		– Sell
-44,324
Closed -$4.41M – 76
2024
Q4 		$4.41M Buy
44,324
+1,571
+4% +$162K 1.14% 43
2024
Q3 		$4.86M Buy
42,753
+3,547
+9% +$421K 1.24% 42
2024
Q2 		$4.85M Buy
39,206
+6,360
+19% +$819K 1.35% 40
2024
Q1 		$4.33M Buy
32,846
+1,210
+4% +$149K 1.26% 41
2023
Q4 		$3.45M Buy
31,636
+364
+1% +$37.8K 1.09% 43
2023
Q3 		$3.22M Sell
31,272
-26
-0.1% -$2.8K 1.12% 44
2023
Q2 		$3.61M Sell
31,298
-1,397
-4% -$159K 1.22% 40
2023
Q1 		$3.48M Sell
32,695
-703
-2% -$75.9K 1.18% 43
2022
Q4 		$3.71M Sell
33,398
-2,877
-8% -$294K 1.28% 39
2022
Q3 		$3.12M Sell
36,275
-13,718
-27% -$1.22M 1.16% 40
2022
Q2 		$4.56M Sell
49,993
-1,618
-3% -$143K 1.59% 35
2022
Q1 		$4.24M Buy
51,611
+2,964
+6% +$234K 1.23% 41
2021
Q4 		$3.73M Sell
48,647
-945
-2% -$75.3K 1.11% 43
2021
Q3 		$3.73M Sell
49,592
-779
-2% -$59.2K 1.2% 44
2021
Q2 		$3.92M Sell
50,371
-471
-0.9% -$35K 1.28% 41
2021
Q1 		$3.74M Buy
50,842
+4,145
+9% +$306K 1.53% 38
2020
Q4 		$3.65M Buy
46,697
+3,835
+9% +$293K 1.59% 35
2020
Q3 		$3.39M Buy
42,862
+3,174
+8% +$249K 1.63% 30
2020
Q2 		$2.93M Buy
+39,688
New +$2.99M 1.55% 33

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Stokes Capital Advisors's MRK Position: Q2 2026 in Review

Stokes Capital Advisors increased its Merck (MRK) stake by 31% in Q2 2026, buying an estimated $149K and bringing the position to 5,373 shares worth $690K. The position accounts for 0.15% of the portfolio, ranked #70.

Stokes Capital Advisors first reported a position in MRK in Q2 2020 and has held it in 22 quarters since. The position peaked at $4.86M in Q3 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Stokes Capital Advisors held 5,373 shares of Merck worth $690K as of Q2 2026.
  • Stokes Capital Advisors bought 1,275 Merck shares in Q2 2026, an estimated $149K.
  • Merck made up 0.15% of Stokes Capital Advisors's portfolio in Q2 2026, its #70 holding.
  • Stokes Capital Advisors first reported a position in Merck in Q2 2020 and has held it in 22 quarters since.
  • Stokes Capital Advisors's Merck position peaked at $4.86M in Q3 2024.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.