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Advisors Capital Management’s Iron Mountain IRM Stock Holding History

Advisors Capital Management’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
9,925
+933
+10% +$114K 0.01% 321
2026
Q1 		$918K Sell
8,992
-322
-3% -$32K 0.01% 321
2025
Q4 		$773K Buy
9,314
+3,898
+72% +$365K 0.01% 340
2025
Q3 		$552K Buy
5,416
+989
+22% +$95.3K 0.01% 377
2025
Q2 		$454K Sell
4,427
-185
-4% -$17.4K 0.01% 391
2025
Q1 		$397K Buy
4,612
+553
+14% +$53.3K 0.01% 399
2024
Q4 		$427K Sell
4,059
-8
-0.2% -$940 0.01% 397
2024
Q3 		$483K Buy
4,067
+23
+0.6% +$2.46K 0.01% 371
2024
Q2 		$362K Sell
4,044
-12
-0.3% -$971 0.01% 394
2024
Q1 		$325K Buy
4,056
+32
+0.8% +$2.32K 0.01% 405
2023
Q4 		$282K Buy
4,024
+15
+0.4% +$941 0.01% 415
2023
Q3 		$238K Buy
4,009
+257
+7% +$15.7K 0.01% 378
2023
Q2 		$213K Buy
+3,752
New +$205K 0.01% 406
2023
Q1 		– Sell
-4,486
Closed -$224K – 446
2022
Q4 		$224K Sell
4,486
-158
-3% -$7.98K 0.01% 412
2022
Q3 		$239K Sell
4,644
-96
-2% -$4.85K 0.01% 421
2022
Q2 		$231K Sell
4,740
-199
-4% -$10.5K 0.01% 396
2022
Q1 		$274K Sell
4,939
-2,709
-35% -$129K 0.01% 381
2021
Q4 		$400K Sell
7,648
-2,482
-25% -$117K 0.01% 335
2021
Q3 		$440K Buy
+10,130
New +$456K 0.01% 308

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Advisors Capital Management's IRM Position: Q2 2026 in Review

Advisors Capital Management increased its Iron Mountain (IRM) stake by 10% in Q2 2026, buying an estimated $114K and bringing the position to 9,925 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #321.

Advisors Capital Management first reported a position in IRM in Q3 2021 and has held it in 19 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Advisors Capital Management held 9,925 shares of Iron Mountain worth $1.25M as of Q2 2026.
  • Advisors Capital Management bought 933 Iron Mountain shares in Q2 2026, an estimated $114K.
  • Iron Mountain made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #321 holding.
  • Advisors Capital Management first reported a position in Iron Mountain in Q3 2021 and has held it in 19 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.