AlphaCore Capital’s Iron Mountain IRM Stock Holding History

AlphaCore Capital’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	$637K	Buy	5,008 +2,825	+129%	+$346K	0.01%	586
2026 Q1	$225K	Buy	+2,183	New	+$217K	0.01%	805

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AlphaCore Capital's IRM Position: Q2 2026 in Review

AlphaCore Capital increased its Iron Mountain (IRM) stake by 129% in Q2 2026, buying an estimated $346K and bringing the position to 5,008 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #586.

AlphaCore Capital first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

AlphaCore Capital held 5,008 shares of Iron Mountain worth $637K as of Q2 2026.
AlphaCore Capital bought 2,825 Iron Mountain shares in Q2 2026, an estimated $346K.
Iron Mountain made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #586 holding.
AlphaCore Capital first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.