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American Capital Advisory’s Iron Mountain IRM Stock Holding History

American Capital Advisory’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 		$2.15K Buy
17
+4
+31% +$490 ﹤0.01% 606
2026
Q1 		$1.33K Buy
13
+2
+18% +$199 ﹤0.01% 611
2025
Q4 		$913 Buy
11
+4
+57% +$374 ﹤0.01% 620
2025
Q3 		$714 Sell
7
-1
-13% -$96 ﹤0.01% 610
2025
Q2 		$821 Buy
8
+1
+14% +$94 ﹤0.01% 523
2025
Q1 		$603 Buy
+7
New +$675 ﹤0.01% 485

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

American Capital Advisory's IRM Position: Q2 2026 in Review

American Capital Advisory increased its Iron Mountain (IRM) stake by 31% in Q2 2026, buying an estimated $490 and bringing the position to 17 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

American Capital Advisory first reported a position in IRM in Q1 2025 and has held it in 6 quarters since. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • American Capital Advisory held 17 shares of Iron Mountain worth $2.15K as of Q2 2026.
  • American Capital Advisory bought 4 Iron Mountain shares in Q2 2026, an estimated $490.
  • Iron Mountain made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #606 holding.
  • American Capital Advisory first reported a position in Iron Mountain in Q1 2025 and has held it in 6 quarters since.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.