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Beaumont Financial Advisors’s Iron Mountain IRM Stock Holding History

Beaumont Financial 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 		$361K Buy
2,858
+5
+0.2% +$613 0.02% 287
2026
Q1 		$291K Buy
2,853
+22
+0.8% +$2.19K 0.02% 301
2025
Q4 		$235K Buy
2,831
+9
+0.3% +$842 0.02% 336
2025
Q3 		$288K Sell
2,822
-8
-0.3% -$771 0.02% 319
2025
Q2 		$290K Sell
2,830
-387
-12% -$36.5K 0.02% 306
2025
Q1 		$277K Sell
3,217
-16
-0.5% -$1.54K 0.02% 302
2024
Q4 		$340K Sell
3,233
-208
-6% -$24.4K 0.03% 273
2024
Q3 		$409K Hold
3,441
– – 0.03% 237
2024
Q2 		$308K Sell
3,441
-130
-4% -$10.5K 0.02% 271
2024
Q1 		$286K Buy
3,571
+30
+0.8% +$2.17K 0.02% 287
2023
Q4 		$248K Sell
3,541
-164
-4% -$10.3K 0.02% 293
2023
Q3 		$220K Buy
3,705
+2
+0.1% +$122 0.02% 298
2023
Q2 		$210K Buy
+3,703
New +$203K 0.02% 319
2022
Q2 		– Sell
-5,678
Closed -$315K – 336
2022
Q1 		$315K Buy
5,678
+3,683
+185% +$175K 0.02% 273
2021
Q4 		$296K Sell
1,995
-3,971
-67% -$188K 0.02% 277
2021
Q3 		$259K Sell
5,966
-399
-6% -$18K 0.02% 296
2021
Q2 		$269K Sell
6,365
-439
-6% -$18.4K 0.02% 309
2021
Q1 		$252K Sell
6,804
-200
-3% -$6.69K 0.02% 302
2020
Q4 		$206K Buy
+7,004
New +$194K 0.02% 319
2020
Q1 		– Sell
-8,738
Closed -$278K – 260
2019
Q4 		$278K Buy
+8,738
New +$287K 0.03% 235

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

Beaumont Financial Advisors's IRM Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Iron Mountain (IRM) stake by 0.18% in Q2 2026, buying an estimated $613 and bringing the position to 2,858 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #287.

Beaumont Financial Advisors first reported a position in IRM in Q4 2019 and has held it in 20 quarters since. The position peaked at $409K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Beaumont Financial Advisors held 2,858 shares of Iron Mountain worth $361K as of Q2 2026.
  • Beaumont Financial Advisors bought 5 Iron Mountain shares in Q2 2026, an estimated $613.
  • Iron Mountain made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #287 holding.
  • Beaumont Financial Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 20 quarters since.
  • Beaumont Financial Advisors's Iron Mountain position peaked at $409K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.