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Thomas Story & Son’s Merck MRK Stock Holding History

Thomas Story & Son’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 		$10.4M Buy
80,662
+2,117
+3% +$248K 3.66% 11
2026
Q1 		$9.45M Buy
78,545
+1,667
+2% +$192K 3.63% 13
2025
Q4 		$8.09M Buy
76,878
+145
+0.2% +$13.6K 3.01% 16
2025
Q3 		$6.44M Buy
76,733
+22,173
+41% +$1.83M 2.37% 20
2025
Q2 		$4.32M Buy
+54,560
New +$4.34M 1.66% 23

Other funds holding MRK

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Thomas Story & Son's MRK Position: Q2 2026 in Review

Thomas Story & Son increased its Merck (MRK) stake by 2.7% in Q2 2026, buying an estimated $248K and bringing the position to 80,662 shares worth $10.4M. The position accounts for 3.66% of the portfolio, ranked #11.

Thomas Story & Son first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. 1,561 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Thomas Story & Son held 80,662 shares of Merck worth $10.4M as of Q2 2026.
  • Thomas Story & Son bought 2,117 Merck shares in Q2 2026, an estimated $248K.
  • Merck made up 3.66% of Thomas Story & Son's portfolio in Q2 2026, its #11 holding.
  • Thomas Story & Son first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.