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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
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

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

Beacon Financial Advisory's IRM Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Iron Mountain (IRM) stake by 1.7% in Q2 2026, selling an estimated $21.8K and leaving 10,443 shares worth $1.32M. The position accounts for 0.26% of the portfolio, ranked #96.

Beacon Financial Advisory first reported a position in IRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.73M in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Beacon Financial Advisory held 10,443 shares of Iron Mountain worth $1.32M as of Q2 2026.
  • Beacon Financial Advisory sold 178 Iron Mountain shares in Q2 2026, an estimated $21.8K.
  • Iron Mountain made up 0.26% of Beacon Financial Advisory's portfolio in Q2 2026, its #96 holding.
  • Beacon Financial Advisory first reported a position in Iron Mountain in Q3 2020 and has held it in 24 quarters since.
  • Beacon Financial Advisory's Iron Mountain position peaked at $1.73M in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.