BFG
IRM icon

Bleakley Financial Group’s Iron Mountain IRM Stock Holding History

Bleakley Financial Group’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
-12,119
Closed -$1.24M – 963
2026
Q1 		$1.24M Buy
12,119
+716
+6% +$71.2K 0.02% 482
2025
Q4 		$946K Buy
11,403
+709
+7% +$66.4K 0.02% 490
2025
Q3 		$1.09M Sell
10,694
-383
-3% -$36.9K 0.03% 401
2025
Q2 		$1.14M Buy
11,077
+301
+3% +$28.4K 0.03% 375
2025
Q1 		$927K Sell
10,776
-7,316
-40% -$705K 0.03% 343
2024
Q4 		$1.9M Sell
18,092
-4,895
-21% -$575K 0.06% 267
2024
Q3 		$2.73M Buy
22,987
+7,221
+46% +$772K 0.08% 201
2024
Q2 		$1.41M Sell
15,766
-799
-5% -$64.7K 0.04% 338
2024
Q1 		$1.33M Buy
16,565
+353
+2% +$25.6K 0.04% 374
2023
Q4 		$1.13M Buy
16,212
+1,406
+9% +$88.2K 0.04% 372
2023
Q3 		$880K Sell
14,806
-103
-0.7% -$6.29K 0.03% 405
2023
Q2 		$847K Sell
14,909
-1,293
-8% -$70.8K 0.03% 443
2023
Q1 		$857K Buy
16,202
+818
+5% +$42.9K 0.03% 425
2022
Q4 		$767K Buy
+15,384
New +$777K 0.03% 433

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

Bleakley Financial Group's IRM Position: Q2 2026 in Review

Bleakley Financial Group sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 12,119 shares — an estimated $1.24M sold.

Bleakley Financial Group first reported a position in IRM in Q4 2022 and held it in 14 quarters. The position peaked at $2.73M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bleakley Financial Group reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Bleakley Financial Group sold 12,119 Iron Mountain shares in Q2 2026, an estimated $1.24M.
  • Bleakley Financial Group first reported a position in Iron Mountain in Q4 2022 and held it in 14 quarters.
  • Bleakley Financial Group'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 Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.