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Benjamin Edwards Inc’s Iron Mountain IRM Stock Holding History

Benjamin Edwards Inc’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 		$2.65M Sell
21,006
-810
-4% -$99.3K 0.02% 492
2026
Q1 		$2.23M Sell
21,816
-566
-3% -$56.3K 0.02% 512
2025
Q4 		$1.86M Sell
22,382
-66
-0.3% -$6.18K 0.02% 531
2025
Q3 		$2.29M Buy
22,448
+3,399
+18% +$327K 0.03% 461
2025
Q2 		$1.95M Buy
19,049
+29
+0.2% +$2.73K 0.02% 462
2025
Q1 		$1.64M Sell
19,020
-3,319
-15% -$320K 0.02% 461
2024
Q4 		$2.35M Sell
22,339
-668
-3% -$78.5K 0.03% 407
2024
Q3 		$2.73M Buy
+23,007
New +$2.46M 0.04% 372
2024
Q1 		– Sell
-140
Closed -$10K – 733
2023
Q4 		$10K Buy
140
+2
+1% +$125 ﹤0.01% 583
2023
Q3 		$8K Buy
138
+1
+0.7% +$61 ﹤0.01% 586
2023
Q2 		$8K Buy
137
+2
+1% +$109 ﹤0.01% 587
2023
Q1 		$7K Buy
135
+2
+2% +$105 ﹤0.01% 605
2022
Q4 		$7K Buy
133
+2
+2% +$101 ﹤0.01% 616
2022
Q3 		$6K Buy
131
+1
+0.8% +$50 ﹤0.01% 607
2022
Q2 		$6K Buy
130
+2
+2% +$105 ﹤0.01% 614
2022
Q1 		$7K Buy
128
+1
+0.8% +$48 ﹤0.01% 632
2021
Q4 		$7K Buy
127
+2
+2% +$95 ﹤0.01% 617
2021
Q3 		$5K Buy
125
+2
+2% +$90 ﹤0.01% 479
2021
Q2 		$5K Buy
123
+2
+2% +$84 ﹤0.01% 386
2021
Q1 		$4K Buy
121
+2
+2% +$67 ﹤0.01% 360
2020
Q4 		$4K Buy
119
+3
+3% +$83 ﹤0.01% 355
2020
Q3 		$3K Buy
116
+3
+3% +$85 ﹤0.01% 348
2020
Q2 		$3K Buy
113
+3
+3% +$76 ﹤0.01% 357
2020
Q1 		$3K Buy
110
+2
+2% +$61 ﹤0.01% 346
2019
Q4 		$3K Buy
108
+2
+2% +$66 0.01% 265
2019
Q3 		$3K Buy
106
+2
+2% +$63 0.01% 274
2019
Q2 		$3K Buy
+104
New +$3.41K 0.01% 280

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

Benjamin Edwards Inc's IRM Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Iron Mountain (IRM) stake by 3.7% in Q2 2026, selling an estimated $99.3K and leaving 21,006 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #492.

Benjamin Edwards Inc first reported a position in IRM in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.73M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Benjamin Edwards Inc held 21,006 shares of Iron Mountain worth $2.65M as of Q2 2026.
  • Benjamin Edwards Inc sold 810 Iron Mountain shares in Q2 2026, an estimated $99.3K.
  • Iron Mountain made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #492 holding.
  • Benjamin Edwards Inc first reported a position in Iron Mountain in Q2 2019 and has held it in 27 quarters since.
  • Benjamin Edwards Inc's Iron Mountain position peaked at $2.73M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.