Beacon Financial Advisory
IRM icon

Beacon Financial Advisory’s Iron Mountain IRM Stock Holding History

Beacon Financial 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
Q3 		$1.12M Sell
10,085
-358
-3% -$42.9K 0.21% 117
2026
Q2 		$1.32M Sell
10,443
-178
-2% -$21.8K 0.26% 96
2026
Q1 		$1.08M Buy
10,621
+78
+0.7% +$7.76K 0.24% 103
2025
Q4 		$875K Sell
10,543
-3,293
-24% -$308K 0.2% 134
2025
Q3 		$1.41M Sell
13,836
-426
-3% -$41K 0.33% 75
2025
Q2 		$1.46M Sell
14,262
-115
-0.8% -$10.8K 0.38% 61
2025
Q1 		$1.24M Sell
14,377
-87
-0.6% -$8.38K 0.37% 65
2024
Q4 		$1.52M Sell
14,464
-119
-0.8% -$14K 0.49% 45
2024
Q3 		$1.73M Sell
14,583
-299
-2% -$32K 0.59% 33
2024
Q2 		$1.33M Buy
14,882
+261
+2% +$21.1K 0.5% 44
2024
Q1 		$1.17M Sell
14,621
-590
-4% -$42.7K 0.57% 38
2023
Q4 		$1.06M Buy
15,211
+26
+0.2% +$1.63K 0.51% 50
2023
Q3 		$903K Buy
15,185
+166
+1% +$10.1K 0.5% 61
2023
Q2 		$853K Buy
15,019
+74
+0.5% +$4.05K 0.49% 61
2023
Q1 		$791K Buy
14,945
+15
+0.1% +$786 0.5% 58
2022
Q4 		$744K Sell
14,930
-661
-4% -$33.4K 0.53% 59
2022
Q3 		$686K Sell
15,591
-28
-0.2% -$1.41K 0.49% 62
2022
Q2 		$760K Buy
15,619
+91
+0.6% +$4.79K 0.43% 70
2022
Q1 		$860K Sell
15,528
-280
-2% -$13.3K 0.41% 76
2021
Q4 		$827K Sell
15,808
-12
-0.1% -$567 0.38% 82
2021
Q3 		$687K Buy
15,820
+490
+3% +$22.1K 0.36% 86
2021
Q2 		$649K Buy
15,330
+1,294
+9% +$54.3K 0.35% 96
2021
Q1 		$519K Buy
14,036
+1,628
+13% +$54.4K 0.3% 111
2020
Q4 		$365K Sell
12,408
-13
-0.1% -$361 0.24% 128
2020
Q3 		$332K Buy
+12,421
New +$353K 0.29% 120

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Beacon Financial Advisory's IRM Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Iron Mountain (IRM) stake by 3.4% in Q3 2026, selling an estimated $42.9K and leaving 10,085 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #117.

Beacon Financial Advisory first reported a position in IRM in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.73M in Q3 2024. 617 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Beacon Financial Advisory held 10,085 shares of Iron Mountain worth $1.12M as of Q3 2026.
  • Beacon Financial Advisory sold 358 Iron Mountain shares in Q3 2026, an estimated $42.9K.
  • Iron Mountain made up 0.21% of Beacon Financial Advisory's portfolio in Q3 2026, its #117 holding.
  • Beacon Financial Advisory first reported a position in Iron Mountain in Q3 2020 and has held it in 25 quarters since.
  • Beacon Financial Advisory's Iron Mountain position peaked at $1.73M in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.