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Bedel Financial Consulting’s Iron Mountain IRM Stock Holding History

Bedel Financial Consulting’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 		$294K Sell
2,325
-67
-3% -$8.21K 0.03% 248
2026
Q1 		$244K Buy
+2,392
New +$238K 0.03% 260
2025
Q4 		– Sell
-2,364
Closed -$241K – 297
2025
Q3 		$241K Buy
2,364
+12
+0.5% +$1.16K 0.03% 244
2025
Q2 		$241K Hold
2,352
– – 0.03% 241
2025
Q1 		$228K Buy
2,352
+15
+0.6% +$1.45K 0.03% 241
2024
Q4 		$243K Buy
2,337
+20
+0.9% +$2.35K 0.03% 228
2024
Q3 		$275K Buy
2,317
+10
+0.4% +$1.07K 0.04% 209
2024
Q2 		$207K Buy
+2,307
New +$187K 0.03% 240
2022
Q2 		– Sell
-1,275
Closed -$71K – 523
2022
Q1 		$71K Buy
1,275
+6
+0.5% +$286 0.02% 333
2021
Q4 		$66K Buy
1,269
+5
+0.4% +$236 0.02% 344
2021
Q3 		$55K Buy
1,264
+6
+0.5% +$270 0.02% 367
2021
Q2 		$53K Buy
1,258
+707
+128% +$29.7K 0.02% 364
2021
Q1 		$20K Buy
551
+8
+1% +$267 0.01% 515
2020
Q4 		$16K Buy
543
+169
+45% +$4.69K 0.01% 477
2020
Q3 		$10K Buy
374
+8
+2% +$228 0.01% 520
2020
Q2 		$10K Buy
366
+9
+3% +$227 0.01% 489
2020
Q1 		$8K Buy
357
+7
+2% +$212 0.01% 508
2019
Q4 		$11K Buy
+350
New +$11.5K 0.01% 488

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

Bedel Financial Consulting's IRM Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Iron Mountain (IRM) stake by 2.8% in Q2 2026, selling an estimated $8.21K and leaving 2,325 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #248.

Bedel Financial Consulting first reported a position in IRM in Q4 2019 and has held it in 18 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bedel Financial Consulting held 2,325 shares of Iron Mountain worth $294K as of Q2 2026.
  • Bedel Financial Consulting sold 67 Iron Mountain shares in Q2 2026, an estimated $8.21K.
  • Iron Mountain made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #248 holding.
  • Bedel Financial Consulting first reported a position in Iron Mountain in Q4 2019 and has held it in 18 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.