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Bell Investment Advisors’s Iron Mountain IRM Stock Holding History

Bell 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 		$25.6K Buy
203
+8
+4% +$981 ﹤0.01% 412
2026
Q1 		$19.9K Buy
195
+69
+55% +$6.86K ﹤0.01% 452
2025
Q4 		$10.5K Sell
126
-11
-8% -$1.03K ﹤0.01% 681
2025
Q3 		$14K Hold
137
– – ﹤0.01% 523
2025
Q2 		$14.1K Buy
137
+6
+5% +$566 ﹤0.01% 547
2025
Q1 		$11.3K Hold
131
– – ﹤0.01% 554
2024
Q4 		$13.8K Hold
131
– – ﹤0.01% 484
2024
Q3 		$15.6K Buy
131
+5
+4% +$535 ﹤0.01% 454
2024
Q2 		$11.3K Hold
126
– – ﹤0.01% 566
2024
Q1 		$10.1K Buy
126
+9
+8% +$651 ﹤0.01% 590
2023
Q4 		$8.19K Sell
117
-3
-3% -$188 ﹤0.01% 637
2023
Q3 		$7.13K Sell
120
-6
-5% -$367 ﹤0.01% 635
2023
Q2 		$7.16K Buy
126
+9
+8% +$493 ﹤0.01% 636
2023
Q1 		$6.19K Sell
117
-80
-41% -$4.19K ﹤0.01% 682
2022
Q4 		$9.82K Buy
197
+64
+48% +$3.23K ﹤0.01% 493
2022
Q3 		$6K Sell
133
-9
-6% -$454 ﹤0.01% 594
2022
Q2 		$7K Buy
+142
New +$7.47K ﹤0.01% 560
2021
Q4 		$13K Buy
240
+93
+63% +$4.4K ﹤0.01% 413
2021
Q3 		$6K Buy
+147
New +$6.62K ﹤0.01% 637

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

Bell Investment Advisors's IRM Position: Q2 2026 in Review

Bell Investment Advisors increased its Iron Mountain (IRM) stake by 4.1% in Q2 2026, buying an estimated $981 and bringing the position to 203 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Bell Investment Advisors first reported a position in IRM in Q3 2021 and has held it in 19 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bell Investment Advisors held 203 shares of Iron Mountain worth $25.6K as of Q2 2026.
  • Bell Investment Advisors bought 8 Iron Mountain shares in Q2 2026, an estimated $981.
  • Iron Mountain made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #412 holding.
  • Bell Investment Advisors first reported a position in Iron Mountain in Q3 2021 and has held it in 19 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.