NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in MRK — Merck & Co., Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in MRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,072,563
+$253,808 QoQ
Shares Held
23,911
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,327
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $42,950,041 across 11 Drug Manufacturers - General names. MRK ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,271 | $13,518,776 | |
| 2 | JNJ |
Johnson & Johnson
|
37,265 | $9,464,192 | |
| 3 | AMGN |
Amgen Inc
|
16,562 | $5,997,431 | |
| 4 | ABBV |
AbbVie Inc.
|
21,335 | $5,368,739 | |
| 5 | MRK |
Merck & Co., Inc.
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|
23,911 | $3,072,563 | |
| 6 | PFE |
Pfizer Inc
|
71,165 | $1,713,653 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,741 | $1,137,476 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,753 | $853,174 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,072,563 | 23,911 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,818,755 | 23,433 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,456,978 | 23,342 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,768,237 | 21,068 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,688,957 | 21,336 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,929,480 | 21,496 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,803,545 | 28,182 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,404,661 | 47,593 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,604,673 | 45,272 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,849,079 | 44,328 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,768,098 | 43,736 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,819,089 | 46,810 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,716,013 | 66,869 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,930,457 | 65,142 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,176,246 | 64,680 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,091,672 | 59,123 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,860,094 | 31,371 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,355,876 | 16,525 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $993,560 | 12,964 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $915,816 | 12,193 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $806,863 | 10,375 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,012,886 | 13,139 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $910,188 | 11,127 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $912,367 | 10,999 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,027,484 | 13,287 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,062,925 | 13,815 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||