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Pinnacle Wealth Planning Services’s Mercury Systems MRCY Stock Holding History

Pinnacle Wealth Planning Services’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 		$149K Buy
2,038
+23
+1% +$2K 0.02% 594
2025
Q4 		$147K Buy
+2,015
New +$150K 0.02% 595
2021
Q1 		– Sell
-3
Closed – – 1328
2020
Q4 		$0 Buy
+3
New +$228 ﹤0.01% 2289

Other funds holding MRCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's MRCY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Mercury Systems (MRCY) stake by 1.1% in Q1 2026, buying an estimated $2K and bringing the position to 2,038 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #594.

Pinnacle Wealth Planning Services first reported a position in MRCY in Q4 2020 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,038 shares of Mercury Systems worth $149K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 23 Mercury Systems shares in Q1 2026, an estimated $2K.
  • Mercury Systems made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #594 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mercury Systems in Q4 2020 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.