Brighton Jones LLC’s Iron Mountain IRM Stock Holding History

Brighton Jones LLC’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 Q1	$1.09M	Buy	+10,675	New	+$1.06M	0.02%	433
2025 Q4	–	Sell	-2,134	Closed	-$218K	–	492
2025 Q3	$218K	Buy	+2,134	New	+$206K	0.01%	934
2022 Q3	–	Sell	-4,839	Closed	-$236K	–	487
2022 Q2	$236K	Buy	4,839 +121	+3%	+$6.37K	0.01%	387
2022 Q1	$261K	Sell	4,718 -5	-0.1%	-$238	0.01%	408
2021 Q4	$247K	Buy	+4,723	New	+$223K	0.01%	429
2021 Q3	–	Sell	-4,722	Closed	-$200K	–	501
2021 Q2	$200K	Sell	4,722 -855	-15%	-$35.9K	0.01%	457
2021 Q1	$206K	Buy	+5,577	New	+$186K	0.01%	400

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brighton Jones LLC's IRM Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Iron Mountain (IRM) in Q1 2026: 10,675 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #433 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IRM as recently as Q3 2025.

Brighton Jones LLC first reported a position in IRM in Q1 2021 and has held it in 7 quarters since. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Brighton Jones LLC held 10,675 shares of Iron Mountain worth $1.09M as of Q1 2026.
Iron Mountain was a new Brighton Jones LLC position in Q1 2026.
Iron Mountain made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #433 holding.
Brighton Jones LLC first reported a position in Iron Mountain in Q1 2021 and has held it in 7 quarters since.
1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.