Transamerica Financial Advisors, LLC
Position in MRK — Merck & Co., Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in MRK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,167,538
+$138,727 QoQ
Shares Held
16,868
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,533
of 3,766 holders
Holding Since
Mar 2020
23 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, 2026Transamerica Financial Advisors, LLC holds $18,529,171 across 15 Drug Manufacturers - General names. MRK ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,030 | $6,033,133 | |
| 2 | MRK |
Merck & Co., Inc.
This page
|
16,868 | $2,167,538 | |
| 3 | ABBV |
AbbVie Inc.
|
8,498 | $2,138,436 | |
| 4 | JNJ |
Johnson & Johnson
|
7,490 | $1,902,235 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
14,368 | $1,815,253 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
26,390 | $1,520,591 | |
| 7 | SNY |
Sanofi
|
14,570 | $621,556 | |
| 8 | AZN |
Astrazeneca PLC
|
3,264 | $618,919 |
All Filings in MRK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,167,538 | 16,868 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,028,811 | 16,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,533,532 | 14,569 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,184,000 | 14,107 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $259,486 | 3,278 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $146,488 | 1,632 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $164,738 | 1,656 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,356 | 100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $861,029 | 6,955 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $917,712 | 6,955 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,099,834 | 19,261 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,574,985 | 25,012 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,109,298 | 26,946 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,889,126 | 27,156 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,328,500 | 30,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,394,136 | 27,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,434,056 | 26,698 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $777 | 10 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,927 | 25 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,453 | 30 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,990 | 24 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $242,584 | 3,137 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,000 | 13 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||