BAM
IRM icon

Belpointe Asset Management’s Iron Mountain IRM Stock Holding History

Belpointe Asset Management’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 		$236K Buy
+1,866
New +$229K 0.01% 993
2025
Q2 		– Sell
-2,476
Closed -$213K – 987
2025
Q1 		$213K Sell
2,476
-4,774
-66% -$460K 0.01% 842
2024
Q4 		$821K Buy
7,250
+112
+2% +$13.2K 0.05% 367
2024
Q3 		$848K Sell
7,138
-494
-6% -$52.8K 0.05% 349
2024
Q2 		$684K Sell
7,632
-259
-3% -$21K 0.05% 375
2024
Q1 		$633K Sell
7,891
-142
-2% -$10.3K 0.05% 383
2023
Q4 		$562K Buy
8,033
+787
+11% +$49.4K 0.05% 334
2023
Q3 		$431K Buy
7,246
+3,479
+92% +$213K 0.04% 374
2023
Q2 		$214K Sell
3,767
-3,399
-47% -$186K 0.02% 550
2023
Q1 		$379K Buy
7,166
+3,530
+97% +$185K 0.02% 656
2022
Q4 		$181K Buy
3,636
+916
+34% +$46.2K 0.01% 947
2022
Q3 		$120K Buy
+2,720
New +$137K 0.01% 1068
2021
Q2 		– Sell
-2,951
Closed -$109K – 1156
2021
Q1 		$109K Buy
+2,951
New +$98.7K 0.01% 969
2020
Q1 		– Sell
-4,451
Closed -$142K – 704
2019
Q4 		$142K Buy
+4,451
New +$146K 0.02% 651

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

Belpointe Asset Management's IRM Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Iron Mountain (IRM) in Q2 2026: 1,866 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IRM as recently as Q1 2025.

Belpointe Asset Management first reported a position in IRM in Q4 2019 and has held it in 14 quarters since. The position peaked at $848K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Belpointe Asset Management held 1,866 shares of Iron Mountain worth $236K as of Q2 2026.
  • Iron Mountain was a new Belpointe Asset Management position in Q2 2026.
  • Iron Mountain made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #993 holding.
  • Belpointe Asset Management first reported a position in Iron Mountain in Q4 2019 and has held it in 14 quarters since.
  • Belpointe Asset Management's Iron Mountain position peaked at $848K in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.