BC
MRCY icon

Bayforest Capital’s Mercury Systems MRCY Stock Holding History

Bayforest Capital’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Buy
2,293
+1,256
+121% +$120K 0.26% 81
2026
Q1 		$75.6K Sell
1,037
-753
-42% -$65.6K 0.08% 448
2025
Q4 		$131K Sell
1,790
-13,725
-88% -$1.02M 0.1% 401
2025
Q3 		$1.2M Buy
15,515
+679
+5% +$42.2K 0.57% 4
2025
Q2 		$799K Buy
+14,836
New +$723K 0.35% 71

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Bayforest Capital's MRCY Position: Q2 2026 in Review

Bayforest Capital increased its Mercury Systems (MRCY) stake by 121% in Q2 2026, buying an estimated $120K and bringing the position to 2,293 shares worth $281K. The position accounts for 0.26% of the portfolio, ranked #81.

Bayforest Capital first reported a position in MRCY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2025. 393 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

  • Bayforest Capital held 2,293 shares of Mercury Systems worth $281K as of Q2 2026.
  • Bayforest Capital bought 1,256 Mercury Systems shares in Q2 2026, an estimated $120K.
  • Mercury Systems made up 0.26% of Bayforest Capital's portfolio in Q2 2026, its #81 holding.
  • Bayforest Capital first reported a position in Mercury Systems in Q2 2025 and has held it in 5 quarters since.
  • Bayforest Capital's Mercury Systems position peaked at $1.2M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.