BIA
IRM icon

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
Q2 		$1.18M Sell
9,369
-19
-0.2% -$2.33K 0.37% 71
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 $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 Investment Advisors's IRM Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Iron Mountain (IRM) stake by 0.2% in Q2 2026, selling an estimated $2.33K and leaving 9,369 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #71.

Beacon Investment Advisors first reported a position in IRM in Q4 2022 and has held it in 15 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Beacon Investment Advisors held 9,369 shares of Iron Mountain worth $1.18M as of Q2 2026.
  • Beacon Investment Advisors sold 19 Iron Mountain shares in Q2 2026, an estimated $2.33K.
  • Iron Mountain made up 0.37% of Beacon Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Beacon Investment Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 15 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.