Johnson Investment Counsel’s Mercury Systems MRCY Stock Holding History

Johnson Investment Counsel’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	-2,905	Closed	-$212K	–	860
2025 Q4	$212K	Sell	2,905 -722	-20%	-$53.7K	﹤0.01%	760
2025 Q3	$281K	Sell	3,627 -2,180	-38%	-$136K	﹤0.01%	704
2025 Q2	$313K	Hold	5,807	–	–	﹤0.01%	658
2025 Q1	$250K	Sell	5,807 -834	-13%	-$36.5K	﹤0.01%	693
2024 Q4	$279K	Buy	6,641 +555	+9%	+$21.2K	﹤0.01%	668
2024 Q3	$225K	Buy	+6,086	New	+$214K	﹤0.01%	731
2024 Q2	–	Sell	-6,975	Closed	-$206K	–	777
2024 Q1	$206K	Buy	+6,975	New	+$210K	﹤0.01%	716

Other funds holding MRCY

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Johnson Investment Counsel's MRCY Position: Q1 2026 in Review

Johnson Investment Counsel sold out of Mercury Systems (MRCY) in Q1 2026, closing a stake of 2,905 shares — an estimated $212K sold.

Johnson Investment Counsel first reported a position in MRCY in Q1 2024 and held it in 7 quarters. The position peaked at $313K in Q2 2025. 357 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

Johnson Investment Counsel reported no remaining Mercury Systems position as of Q1 2026 after selling out during the quarter.
Johnson Investment Counsel sold 2,905 Mercury Systems shares in Q1 2026, an estimated $212K.
Johnson Investment Counsel first reported a position in Mercury Systems in Q1 2024 and held it in 7 quarters.
Johnson Investment Counsel's Mercury Systems position peaked at $313K in Q2 2025.
357 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.