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Foundation Wealth Management, LLC

SEC CIK
0001966351
Latest filing
Jul 30, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Foundation Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2022
Holdings of MRK by Foundation Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−10,851−100.0%Sold outHolders
Q3 202310,851$1.12M1.1%−50−0.5%ReducedHolders
Q2 202310,901$1.26M1.2%+50+0.5%AddedHolders
Q1 202310,851$1.15M1.2%−2,668−19.7%ReducedHolders
Q4 202213,519$1.50M1.5%–No prior filingHolders