Lodestone Wealth Management’s Mercury Systems MRCY Stock Holding History

Lodestone Wealth 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 Q3	$18.8K	Buy	+226	New	+$21.8K	0.01%	445

Other funds holding MRCY

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lodestone Wealth Management's MRCY Position: Q3 2026 in Review

Lodestone Wealth Management opened a new position in Mercury Systems (MRCY) in Q3 2026: 226 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings.

17 funds tracked by Wall St. Rank hold MRCY as of Q3 2026.

Lodestone Wealth Management held 226 shares of Mercury Systems worth $18.8K as of Q3 2026.
Mercury Systems was a new Lodestone Wealth Management position in Q3 2026.
Mercury Systems made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #445 holding.
17 funds tracked by Wall St. Rank held Mercury Systems as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.