Basepoint Wealth’s Iron Mountain IRM Stock Holding History

Basepoint Wealth’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	$9.73K	Hold	77	–	–	0.01%	411
2026 Q1	$7.87K	Buy	+77	New	+$7.66K	﹤0.01%	424

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

Basepoint Wealth's IRM Position: Q2 2026 in Review

Basepoint Wealth held its Iron Mountain (IRM) position steady in Q2 2026 at 77 shares worth $9.73K. The position accounts for 0.01% of the portfolio, ranked #411.

Basepoint Wealth 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.

Basepoint Wealth held 77 shares of Iron Mountain worth $9.73K as of Q2 2026.
Basepoint Wealth left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #411 holding.
Basepoint Wealth 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 Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.