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Beverly Hills Private Wealth’s Iron Mountain IRM Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-3,956
Closed -$404K – 313
2026
Q1 		$404K Sell
3,956
-11
-0.3% -$1.09K 0.07% 221
2025
Q4 		$329K Sell
3,967
-181
-4% -$16.9K 0.06% 239
2025
Q3 		$423K Sell
4,148
-117
-3% -$11.3K 0.07% 206
2025
Q2 		$437K Sell
4,265
-622
-13% -$58.6K 0.08% 195
2025
Q1 		$420K Sell
4,887
-43
-0.9% -$4.14K 0.08% 199
2024
Q4 		$518K Sell
4,930
-1,719
-26% -$202K 0.1% 167
2024
Q3 		$790K Sell
6,649
-920
-12% -$98.4K 0.16% 138
2024
Q2 		$678K Buy
7,569
+176
+2% +$14.2K 0.15% 146
2024
Q1 		$593K Sell
7,393
-485
-6% -$35.1K 0.14% 162
2023
Q4 		$551K Sell
7,878
-122
-2% -$7.65K 0.14% 151
2023
Q3 		$476K Sell
8,000
-8,275
-51% -$506K 0.14% 152
2023
Q2 		$991K Buy
16,275
+8,408
+107% +$460K 0.16% 139
2023
Q1 		$416K Buy
7,867
+3,399
+76% +$178K 0.13% 174
2022
Q4 		$223K Buy
+4,468
New +$226K 0.1% 207

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

Beverly Hills Private Wealth's IRM Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 3,956 shares — an estimated $404K sold.

Beverly Hills Private Wealth first reported a position in IRM in Q4 2022 and held it in 14 quarters. The position peaked at $991K in Q2 2023. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,956 Iron Mountain shares in Q2 2026, an estimated $404K.
  • Beverly Hills Private Wealth first reported a position in Iron Mountain in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Iron Mountain position peaked at $991K in Q2 2023.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.