MRK — D MERCK & CO INC COM

Ownership history in S&CO INC  ·  103 quarters on record

This page tracks every 13F SEC filing in which S&CO INC reported a position in D MERCK & CO INC COM (MRK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.96% (2020 Q1)
Avg. % of fund
2.19%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
103
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 425,531 +3,000 +0.7% 2.78% $44.8M $104.49
2025 Q3 REDUCED 422,531 -3,340 -0.8% 2.17% $35.5M $82.61
2025 Q2 REDUCED 425,871 -712 -0.2% 2.16% $33.7M $77.15
2025 Q1 ADDED 426,583 +23,216 +5.8% 2.57% $38.3M $86.61
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% of Fund (quarterly)    MRK price (monthly, adj. close)

Other funds also holding MRK

As of 2025 Q4 — sorted by position size

Wallace Advisory Group, LLC 3Y 12.75% SECTOR GAMMA AS 3Y 7Y 8.73% Radnor Capital Management, LLC 3Y 7Y 8.12% KAHN BROTHERS GROUP INC 3Y 7Y 8.02% Slocum, Gordon & Co LLP 7.3% Atle Fund Management AB 3Y 7Y 6.57% Bruce & Co., Inc. 3Y 7Y 6.29% Smead Capital Management, Inc. 3Y 7Y 6.2% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 4.95% Round Hill Asset Management 3Y 7Y 4.82%
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