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Beacon Pointe Advisors’s Iron Mountain IRM Stock Holding History

Beacon Pointe 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 		$1.15M Buy
11,217
+4,246
+61% +$422K 0.01% 940
2025
Q4 		$578K Sell
6,971
-2,042
-23% -$191K ﹤0.01% 1032
2025
Q3 		$919K Buy
9,013
+1,200
+15% +$116K 0.01% 786
2025
Q2 		$801K Buy
7,813
+645
+9% +$60.8K 0.01% 737
2025
Q1 		$617K Sell
7,168
-121
-2% -$11.7K 0.01% 781
2024
Q4 		$766K Sell
7,289
-4,091
-36% -$481K 0.01% 711
2024
Q3 		$1.35M Sell
11,380
-377
-3% -$40.3K 0.02% 560
2024
Q2 		$1.05M Sell
11,757
-4,351
-27% -$352K 0.01% 621
2024
Q1 		$1.29M Buy
16,108
+3,291
+26% +$238K 0.01% 610
2023
Q4 		$897K Sell
12,817
-5,420
-30% -$340K 0.01% 700
2023
Q3 		$1.08M Buy
+18,237
New +$1.11M 0.01% 607
2022
Q2 		– Sell
-5,433
Closed -$301K – 1142
2022
Q1 		$301K Buy
+5,433
New +$259K ﹤0.01% 977

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 Pointe Advisors's IRM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Iron Mountain (IRM) stake by 61% in Q1 2026, buying an estimated $422K and bringing the position to 11,217 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #940.

Beacon Pointe Advisors first reported a position in IRM in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.35M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Beacon Pointe Advisors held 11,217 shares of Iron Mountain worth $1.15M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,246 Iron Mountain shares in Q1 2026, an estimated $422K.
  • Iron Mountain made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #940 holding.
  • Beacon Pointe Advisors first reported a position in Iron Mountain in Q1 2022 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's Iron Mountain position peaked at $1.35M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.