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Beacon Investment Advisors’s Iron Mountain IRM Stock Holding History

Beacon Investment Advisors’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 		$959K Sell
9,388
-182
-2% -$18.1K 0.36% 73
2025
Q4 		$794K Sell
9,570
-229
-2% -$21.4K 0.32% 80
2025
Q3 		$999K Buy
9,799
+49
+0.5% +$4.72K 0.41% 72
2025
Q2 		$997K Buy
9,750
+58
+0.6% +$5.47K 0.43% 70
2025
Q1 		$834K Buy
9,692
+191
+2% +$18.4K 0.39% 72
2024
Q4 		$999K Sell
9,501
-34
-0.4% -$4K 0.47% 64
2024
Q3 		$1.13M Buy
9,535
+41
+0.4% +$4.38K 0.54% 58
2024
Q2 		$851K Sell
9,494
-203
-2% -$16.4K 0.44% 70
2024
Q1 		$778K Buy
9,697
+55
+0.6% +$3.98K 0.44% 63
2023
Q4 		$675K Buy
9,642
+65
+0.7% +$4.08K 0.43% 66
2023
Q3 		$569K Buy
9,577
+61
+0.6% +$3.73K 0.4% 69
2023
Q2 		$541K Sell
9,516
-562
-6% -$30.8K 0.37% 75
2023
Q1 		$533K Buy
10,078
+58
+0.6% +$3.04K 0.39% 74
2022
Q4 		$500K Buy
+10,020
New +$506K 0.42% 70

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 Investment Advisors's IRM Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Iron Mountain (IRM) stake by 1.9% in Q1 2026, selling an estimated $18.1K and leaving 9,388 shares worth $959K. The position accounts for 0.36% of the portfolio, ranked #73.

Beacon Investment Advisors first reported a position in IRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Beacon Investment Advisors held 9,388 shares of Iron Mountain worth $959K as of Q1 2026.
  • Beacon Investment Advisors sold 182 Iron Mountain shares in Q1 2026, an estimated $18.1K.
  • Iron Mountain made up 0.36% of Beacon Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • Beacon Investment Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Iron Mountain position peaked at $1.13M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.