AlphaStar Capital Management
IRM icon

AlphaStar Capital Management’s Iron Mountain IRM Stock Holding History

AlphaStar 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
Q3 		$512K Buy
4,616
+1,756
+61% +$210K 0.03% 160
2026
Q2 		$361K Buy
2,860
+194
+7% +$23.8K 0.02% 216
2026
Q1 		$272K Buy
+2,666
New +$265K 0.02% 205
2024
Q3 		– Sell
-4,472
Closed -$401K – 375
2024
Q2 		$401K Buy
4,472
+800
+22% +$64.7K 0.04% 212
2024
Q1 		$295K Buy
+3,672
New +$266K 0.03% 239
2021
Q4 		– Sell
-4,726
Closed -$216K – 396
2021
Q3 		$216K Buy
+4,726
New +$213K 0.01% 363

Other funds holding IRM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

AlphaStar Capital Management's IRM Position: Q3 2026 in Review

AlphaStar Capital Management increased its Iron Mountain (IRM) stake by 61% in Q3 2026, buying an estimated $210K and bringing the position to 4,616 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #160.

AlphaStar Capital Management first reported a position in IRM in Q3 2021 and has held it in 6 quarters since. 861 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • AlphaStar Capital Management held 4,616 shares of Iron Mountain worth $512K as of Q3 2026.
  • AlphaStar Capital Management bought 1,756 Iron Mountain shares in Q3 2026, an estimated $210K.
  • Iron Mountain made up 0.03% of AlphaStar Capital Management's portfolio in Q3 2026, its #160 holding.
  • AlphaStar Capital Management first reported a position in Iron Mountain in Q3 2021 and has held it in 6 quarters since.
  • 861 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.