Security National Bank of Sioux City Iowa’s Merck MRK Stock Holding History

Security National Bank of Sioux City Iowa’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 Q1	$396K	Sell	3,289 -113	-3%	-$13K	0.23%	77
2025 Q4	$358K	Hold	3,402	–	–	0.23%	73
2025 Q3	$286K	Buy	3,402 +119	+4%	+$9.8K	0.19%	75
2025 Q2	$260K	Buy	3,283 +400	+14%	+$31.8K	0.18%	79
2025 Q1	$259K	Sell	2,883 -86	-3%	-$8.03K	0.19%	78
2024 Q4	$295K	Sell	2,969 -300	-9%	-$30.9K	0.21%	79
2024 Q3	$371K	Hold	3,269	–	–	0.23%	78
2024 Q2	$405K	Sell	3,269 -100	-3%	-$12.9K	0.29%	65
2024 Q1	$445K	Sell	3,369 -75	-2%	-$9.24K	0.31%	65
2023 Q4	$375K	Sell	3,444 -100	-3%	-$10.4K	0.28%	69
2023 Q3	$365K	Sell	3,544 -375	-10%	-$40.4K	0.28%	68
2023 Q2	$452K	Buy	+3,919	New	+$445K	0.34%	64
2022 Q4	$415K	Buy	3,744 +500	+15%	+$51.1K	0.32%	70
2022 Q3	$279K	Buy	3,244 +206	+7%	+$18.4K	0.25%	76
2022 Q2	$277K	Hold	3,038	–	–	0.24%	79
2022 Q1	$249K	Hold	3,038	–	–	0.19%	79
2021 Q4	$233K	Hold	3,038	–	–	0.16%	84
2021 Q3	$228K	Buy	+3,038	New	+$231K	0.18%	81
2021 Q2	–	Sell	-3,184	Closed	-$234K	–	113
2021 Q1	$234K	Sell	3,184 -126	-4%	-$9.29K	0.19%	91
2020 Q4	$258K	Sell	3,310 -104	-3%	-$7.95K	0.22%	79
2020 Q3	$270K	Sell	3,414 -2,658	-44%	-$208K	0.25%	72
2020 Q2	$448K	Sell	6,072 -801	-12%	-$60.3K	0.48%	55
2020 Q1	$505K	Buy	6,873 +2,742	+66%	+$215K	0.65%	51
2019 Q4	$359K	Buy	4,131 +163	+4%	+$13.4K	0.35%	66
2019 Q3	$319K	Sell	3,968 -513	-11%	-$41.1K	0.37%	66
2019 Q2	$359K	Sell	4,481 -105	-2%	-$8.04K	0.42%	61
2019 Q1	$364K	Sell	4,586 -157	-3%	-$11.7K	0.42%	63
2018 Q4	$346K	Buy	4,743 +1,560	+49%	+$110K	0.36%	63
2018 Q3	$215K	Buy	+3,183	New	+$203K	0.19%	82
2017 Q2	–	Sell	-5,824	Closed	-$353K	–	82
2017 Q1	$353K	Buy	+5,824	New	+$353K	0.35%	76

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Security National Bank of Sioux City Iowa's MRK Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa reduced its Merck (MRK) stake by 3.3% in Q1 2026, selling an estimated $13K and leaving 3,289 shares worth $396K. The position accounts for 0.23% of the portfolio, ranked #77.

Security National Bank of Sioux City Iowa first reported a position in MRK in Q1 2017 and has held it in 30 quarters since. The position peaked at $505K in Q1 2020. 3,791 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Security National Bank of Sioux City Iowa held 3,289 shares of Merck worth $396K as of Q1 2026.
Security National Bank of Sioux City Iowa sold 113 Merck shares in Q1 2026, an estimated $13K.
Merck made up 0.23% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #77 holding.
Security National Bank of Sioux City Iowa first reported a position in Merck in Q1 2017 and has held it in 30 quarters since.
Security National Bank of Sioux City Iowa's Merck position peaked at $505K in Q1 2020.
3,791 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.