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Brinker Capital Investments’s Iron Mountain IRM Stock Holding History

Brinker Capital Investments’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 		$1.22M Buy
9,659
+625
+7% +$76.6K 0.01% 1047
2026
Q1 		$923K Sell
9,034
-550
-6% -$54.7K 0.01% 1154
2025
Q4 		$795K Buy
9,584
+1,145
+14% +$107K 0.01% 1352
2025
Q3 		$860K Buy
8,439
+473
+6% +$45.6K 0.01% 1300
2025
Q2 		$817K Sell
7,966
-691
-8% -$65.1K 0.01% 1302
2025
Q1 		$745K Sell
8,657
-263
-3% -$25.3K 0.01% 1220
2024
Q4 		$938K Buy
8,920
+957
+12% +$112K 0.01% 1088
2024
Q3 		$946K Buy
7,963
+2,021
+34% +$216K 0.01% 1067
2024
Q2 		$533K Sell
5,942
-539
-8% -$43.6K 0.01% 1252
2024
Q1 		$520K Buy
6,481
+2,256
+53% +$163K 0.01% 1245
2023
Q4 		$288K Sell
4,225
-118
-3% -$7.4K ﹤0.01% 1422
2023
Q3 		$258K Sell
4,343
-108
-2% -$6.6K ﹤0.01% 1449
2023
Q2 		$253K Sell
4,451
-9
-0.2% -$493 ﹤0.01% 1470
2023
Q1 		$236K Sell
4,460
-55
-1% -$2.88K ﹤0.01% 1439
2022
Q4 		$225K Buy
+4,515
New +$228K ﹤0.01% 1259
2022
Q3 		– Sell
-4,289
Closed -$209K – 1356
2022
Q2 		$209K Buy
4,289
+38
+0.9% +$2K ﹤0.01% 1292
2022
Q1 		$236K Buy
4,251
+218
+5% +$10.4K ﹤0.01% 1301
2021
Q4 		$211K Buy
+4,033
New +$191K ﹤0.01% 1343

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's IRM Position: Q2 2026 in Review

Brinker Capital Investments increased its Iron Mountain (IRM) stake by 6.9% in Q2 2026, buying an estimated $76.6K and bringing the position to 9,659 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1047.

Brinker Capital Investments first reported a position in IRM in Q4 2021 and has held it in 18 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Brinker Capital Investments held 9,659 shares of Iron Mountain worth $1.22M as of Q2 2026.
  • Brinker Capital Investments bought 625 Iron Mountain shares in Q2 2026, an estimated $76.6K.
  • Iron Mountain made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1047 holding.
  • Brinker Capital Investments first reported a position in Iron Mountain in Q4 2021 and has held it in 18 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.