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Bradley Foster & Sargent’s Iron Mountain IRM Stock Holding History

Bradley Foster & Sargent’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 		$202K Buy
+1,596
New +$196K ﹤0.01% 531
2024
Q2 		– Sell
-2,751
Closed -$221K – 455
2024
Q1 		$221K Buy
+2,751
New +$199K ﹤0.01% 424
2023
Q2 		– Sell
-4,501
Closed -$238K – 439
2023
Q1 		$238K Sell
4,501
-3
-0.1% -$157 0.01% 404
2022
Q4 		$225K Buy
+4,504
New +$227K 0.01% 405
2022
Q3 		– Sell
-4,504
Closed -$219K – 431
2022
Q2 		$219K Hold
4,504
– – 0.01% 418
2022
Q1 		$250K Hold
4,504
– – 0.01% 424
2021
Q4 		$236K Buy
+4,504
New +$213K ﹤0.01% 418
2018
Q1 		– Sell
-31,585
Closed -$1.19M – 353
2017
Q4 		$1.19M Hold
31,585
– – 0.04% 202
2017
Q3 		$1.23M Buy
31,585
+9,675
+44% +$361K 0.05% 196
2017
Q2 		$753K Sell
21,910
-940
-4% -$32.9K 0.03% 228
2017
Q1 		$815K Sell
22,850
-1,500
-6% -$53.1K 0.03% 217
2016
Q4 		$791K Buy
+24,350
New +$809K 0.03% 223
2015
Q2 		– Sell
-27,888
Closed -$1.02M – 354
2015
Q1 		$1.02M Buy
+27,888
New +$1.08M 0.05% 198
2014
Q4 		– Sell
-20,195
Closed -$659K – 357
2014
Q3 		$659K Buy
+20,195
New +$655K 0.03% 229
2013
Q4 		– Sell
-8,496
Closed -$212K – 353
2013
Q3 		$212K Buy
8,496
+51
+0.6% +$1.29K 0.01% 318
2013
Q2 		$208K Buy
+8,445
New +$273K 0.01% 310

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

Bradley Foster & Sargent's IRM Position: Q2 2026 in Review

Bradley Foster & Sargent opened a new position in Iron Mountain (IRM) in Q2 2026: 1,596 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Bradley Foster & Sargent previously reported a position in IRM as recently as Q1 2024.

Bradley Foster & Sargent first reported a position in IRM in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.23M in Q3 2017. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bradley Foster & Sargent held 1,596 shares of Iron Mountain worth $202K as of Q2 2026.
  • Iron Mountain was a new Bradley Foster & Sargent position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #531 holding.
  • Bradley Foster & Sargent first reported a position in Iron Mountain in Q2 2013 and has held it in 16 quarters since.
  • Bradley Foster & Sargent's Iron Mountain position peaked at $1.23M in Q3 2017.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.