Security National Bank of So Dak’s Merck MRK Stock Holding History

Security National Bank of So Dak’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
2025 Q2	–	Sell	-2,256	Closed	-$202K	–	114
2025 Q1	$202K	Sell	2,256 -66	-3%	-$6.16K	0.11%	110
2024 Q4	$231K	Buy	2,322 +342	+17%	+$35.3K	0.13%	101
2024 Q3	$225K	Hold	1,980	–	–	0.12%	96
2024 Q2	$245K	Sell	1,980 -359	-15%	-$46.2K	0.15%	88
2024 Q1	$309K	Sell	2,339 -10	-0.4%	-$1.23K	0.19%	84
2023 Q4	$256K	Sell	2,349 -15	-0.6%	-$1.56K	0.17%	86
2023 Q3	$243K	Sell	2,364 -126	-5%	-$13.6K	0.18%	89
2023 Q2	$287K	Buy	+2,490	New	+$283K	0.21%	85
2022 Q4	$286K	Hold	2,576	–	–	0.21%	85
2022 Q3	$222K	Sell	2,576 -25	-1%	-$2.23K	0.2%	83
2022 Q2	$237K	Sell	2,601 -15	-0.6%	-$1.33K	0.2%	84
2022 Q1	$215K	Sell	2,616 -460	-15%	-$36.3K	0.15%	93
2021 Q4	$236K	Buy	+3,076	New	+$245K	0.16%	93
2021 Q3	–	Sell	-3,038	Closed	-$236K	–	108
2021 Q2	$236K	Buy	+3,038	New	+$226K	0.18%	85

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Security National Bank of So Dak's MRK Position: Q2 2025 in Review

Security National Bank of So Dak sold out of Merck (MRK) in Q2 2025, closing a stake of 2,256 shares — an estimated $202K sold.

Security National Bank of So Dak first reported a position in MRK in Q2 2021 and held it in 14 quarters. The position peaked at $309K in Q1 2024. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Security National Bank of So Dak reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Security National Bank of So Dak sold 2,256 Merck shares in Q2 2025, an estimated $202K.
Security National Bank of So Dak first reported a position in Merck in Q2 2021 and held it in 14 quarters.
Security National Bank of So Dak's Merck position peaked at $309K in Q1 2024.
3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Security National Bank of So Dak's 13F filing for Q2 2025, filed 15 Aug 2025.