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Basecamp Wealth Advisors’s Iron Mountain IRM Stock Holding History

Basecamp Wealth Advisors’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 		$171K Buy
1,351
+37
+3% +$4.54K 0.03% 292
2026
Q1 		$134K Buy
1,314
+37
+3% +$3.68K 0.03% 334
2025
Q4 		$106K Buy
+1,277
New +$120K 0.02% 365

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

Basecamp Wealth Advisors's IRM Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Iron Mountain (IRM) stake by 2.8% in Q2 2026, buying an estimated $4.54K and bringing the position to 1,351 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #292.

Basecamp Wealth Advisors first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Basecamp Wealth Advisors held 1,351 shares of Iron Mountain worth $171K as of Q2 2026.
  • Basecamp Wealth Advisors bought 37 Iron Mountain shares in Q2 2026, an estimated $4.54K.
  • Iron Mountain made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #292 holding.
  • Basecamp Wealth Advisors first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.