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Beacon Capital Management LLC (Tennessee)’s Iron Mountain IRM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-260
Closed -$26.7K – 565
2025
Q2 		$26.7K Hold
260
– – ﹤0.01% 449
2025
Q1 		$22.4K Buy
260
+10
+4% +$964 ﹤0.01% 455
2024
Q4 		$26.3K Hold
250
– – ﹤0.01% 417
2024
Q3 		$29.7K Hold
250
– – ﹤0.01% 418
2024
Q2 		$22.4K Sell
250
-571
-70% -$46.2K ﹤0.01% 427
2024
Q1 		$65.9K Hold
821
– – 0.01% 242
2023
Q4 		$48.8K Hold
821
– – 0.01% 227
2023
Q3 		$46.6K Hold
821
– – 0.01% 256
2023
Q2 		$46.6K Hold
821
– – 0.01% 256
2023
Q1 		$43.4K Hold
821
– – 0.01% 243
2022
Q4 		$40.9K Hold
821
– – 0.01% 255
2022
Q3 		$40K Hold
821
– – 0.01% 238
2022
Q2 		$45K Hold
821
– – 0.01% 255
2022
Q1 		$45K Buy
+821
New +$39.1K 0.01% 255

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IRM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 260 shares — an estimated $26.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IRM in Q1 2022 and held it in 14 quarters. The position peaked at $65.9K in Q1 2024. 1,017 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 260 Iron Mountain shares in Q3 2025, an estimated $26.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Iron Mountain in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Iron Mountain position peaked at $65.9K in Q1 2024.
  • 1,017 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.