Carson Wealth (CWM LLC)
MRCY icon

Carson Wealth (CWM LLC)’s Mercury Systems MRCY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$592K Buy
8,113
+74
+0.9% +$6.44K ﹤0.01% 1894
2025
Q4 		$587K Buy
8,039
+379
+5% +$28.2K ﹤0.01% 1819
2025
Q3 		$593K Buy
7,660
+305
+4% +$19K ﹤0.01% 1701
2025
Q2 		$396K Buy
7,355
+87
+1% +$4.24K ﹤0.01% 1701
2025
Q1 		$313K Buy
7,268
+189
+3% +$8.28K ﹤0.01% 1646
2024
Q4 		$297K Sell
7,079
-2,699
-28% -$103K ﹤0.01% 1597
2024
Q3 		$362K Sell
9,778
-1,715
-15% -$60.4K ﹤0.01% 1456
2024
Q2 		$310K Buy
11,493
+6,232
+118% +$182K ﹤0.01% 1374
2024
Q1 		$155K Sell
5,261
-184
-3% -$5.54K ﹤0.01% 1641
2023
Q4 		$199K Sell
5,445
-240
-4% -$8.66K ﹤0.01% 1428
2023
Q3 		$211K Buy
5,685
+2,249
+65% +$83K ﹤0.01% 1292
2023
Q2 		$119K Sell
3,436
-83,044
-96% -$3.55M ﹤0.01% 1480
2023
Q1 		$4.42M Sell
86,480
-2,855
-3% -$144K 0.03% 342
2022
Q4 		$4M Sell
89,335
-17,257
-16% -$816K 0.03% 342
2022
Q3 		$4.33M Buy
106,592
+106,543
+217,435% +$5.58M 0.03% 305
2022
Q2 		$3K Buy
49
+7
+17% +$418 ﹤0.01% 3214
2022
Q1 		$3K Buy
42
+6
+17% +$356 ﹤0.01% 3048
2021
Q4 		$2K Buy
+36
New +$1.82K ﹤0.01% 3148

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MRCY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Mercury Systems (MRCY) stake by 0.92% in Q1 2026, buying an estimated $6.44K and bringing the position to 8,113 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Carson Wealth (CWM LLC) first reported a position in MRCY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.42M in Q1 2023. 357 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,113 shares of Mercury Systems worth $592K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 74 Mercury Systems shares in Q1 2026, an estimated $6.44K.
  • Mercury Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1894 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mercury Systems in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Mercury Systems position peaked at $4.42M in Q1 2023.
  • 357 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.