Foundations Investment Advisors, LLC
EndowmentPosition in MRK — Merck & Co., Inc.
CIK 1743404
PHOENIX, AZ
Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,448,040
+$1,006,153 QoQ
Shares Held
26,833
+32.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,256
of 3,769 holders
Holding Since
Dec 2020
21 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, 2026Foundations Investment Advisors, LLC holds $142,238,372 across 14 Drug Manufacturers - General names. MRK ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
65,706 | $78,809,752 | |
| 2 | AMGN |
Amgen Inc
|
48,477 | $17,554,489 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
127,441 | $16,100,895 | |
| 4 | ABBV |
AbbVie Inc.
|
47,824 | $12,034,429 | |
| 5 | JNJ |
Johnson & Johnson
|
30,976 | $7,866,974 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
26,833 | $3,448,040 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
41,842 | $2,410,935 | |
| 8 | PFE |
Pfizer Inc
|
47,599 | $1,146,183 |
All Filings in MRK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,448,040 | 26,833 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,441,887 | 20,300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,835,734 | 17,440 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,546,494 | 18,426 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,123,941 | 26,831 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $2,178,115 | 24,266 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $7,268,108 | 73,061 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,759,204 | 59,521 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,027,822 | 48,690 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,306,418 | 47,794 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,121,759 | 46,980 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,078,327 | 68,755 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,554,327 | 39,469 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,934,940 | 36,986 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,061,776 | 27,596 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $767,329 | 8,910 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $474,813 | 5,208 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $362,989 | 4,424 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $315,910 | 4,122 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $282,338 | 3,759 | Shares | Sole | 2021-10-13 | |
| 2020-12-31 | $223,722 | 2,735 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||