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Forum Financial Management’s Mercury Systems MRCY Stock Holding History

Forum Financial Management’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 		– Sell
-3,107
Closed -$227K – 736
2025
Q4 		$227K Hold
3,107
– – ﹤0.01% 900
2025
Q3 		$240K Buy
+3,107
New +$193K ﹤0.01% 861

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
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

Forum Financial Management's MRCY Position: Q1 2026 in Review

Forum Financial Management sold out of Mercury Systems (MRCY) in Q1 2026, closing a stake of 3,107 shares — an estimated $227K sold.

Forum Financial Management first reported a position in MRCY in Q3 2025 and held it in 2 quarters. The position peaked at $240K in Q3 2025. 357 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

  • Forum Financial Management reported no remaining Mercury Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,107 Mercury Systems shares in Q1 2026, an estimated $227K.
  • Forum Financial Management first reported a position in Mercury Systems in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Mercury Systems position peaked at $240K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.