Belpointe Asset Management
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
Q3 		$203K Sell
1,825
-41
-2% -$4.91K 0.01% 1093
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Belpointe Asset Management's IRM Position: Q3 2026 in Review

Belpointe Asset Management reduced its Iron Mountain (IRM) stake by 2.2% in Q3 2026, selling an estimated $4.91K and leaving 1,825 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #1093.

Belpointe Asset Management first reported a position in IRM in Q4 2019 and has held it in 15 quarters since. The position peaked at $848K in Q3 2024. 653 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Belpointe Asset Management held 1,825 shares of Iron Mountain worth $203K as of Q3 2026.
  • Belpointe Asset Management sold 41 Iron Mountain shares in Q3 2026, an estimated $4.91K.
  • Iron Mountain made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #1093 holding.
  • Belpointe Asset Management first reported a position in Iron Mountain in Q4 2019 and has held it in 15 quarters since.
  • Belpointe Asset Management's Iron Mountain position peaked at $848K in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.