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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Financial Advisory's IRM Position: Q1 2026 in Review

Beacon Financial Advisory increased its Iron Mountain (IRM) stake by 0.74% in Q1 2026, buying an estimated $7.76K and bringing the position to 10,621 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #103.

Beacon Financial Advisory first reported a position in IRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Beacon Financial Advisory held 10,621 shares of Iron Mountain worth $1.08M as of Q1 2026.
  • Beacon Financial Advisory bought 78 Iron Mountain shares in Q1 2026, an estimated $7.76K.
  • Iron Mountain made up 0.24% of Beacon Financial Advisory's portfolio in Q1 2026, its #103 holding.
  • Beacon Financial Advisory first reported a position in Iron Mountain in Q3 2020 and has held it in 23 quarters since.
  • Beacon Financial Advisory's Iron Mountain position peaked at $1.73M in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.