BCM
IRM icon

Brookstone Capital Management’s Iron Mountain IRM Stock Holding History

Brookstone Capital Management’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 		$18.5M Sell
146,595
-42,334
-22% -$5.19M 0.19% 135
2026
Q1 		$19.3M Sell
188,929
-47,004
-20% -$4.68M 0.22% 116
2025
Q4 		$19.6M Buy
235,933
+28,490
+14% +$2.67M 0.22% 113
2025
Q3 		$21.1M Buy
207,443
+59,383
+40% +$5.72M 0.25% 99
2025
Q2 		$15.2M Sell
148,060
-10,161
-6% -$958K 0.2% 121
2025
Q1 		$13.6M Buy
158,221
+35,362
+29% +$3.41M 0.2% 128
2024
Q4 		$12.9M Buy
122,859
+31,064
+34% +$3.65M 0.19% 127
2024
Q3 		$10.9M Sell
91,795
-6,630
-7% -$709K 0.16% 157
2024
Q2 		$9.77M Buy
98,425
+11,454
+13% +$927K 0.16% 161
2024
Q1 		$6.98M Sell
86,971
-204,651
-70% -$14.8M 0.12% 182
2023
Q4 		$20.4M Sell
291,622
-22,769
-7% -$1.43M 0.4% 64
2023
Q3 		$18.8M Sell
314,391
-54,561
-15% -$3.33M 0.41% 66
2023
Q2 		$21.4M Buy
368,952
+6,615
+2% +$362K 0.43% 61
2023
Q1 		$19.3M Buy
362,337
+46,106
+15% +$2.42M 0.38% 76
2022
Q4 		$16M Buy
316,231
+68,980
+28% +$3.48M 0.32% 86
2022
Q3 		$11.2M Buy
247,251
+14,317
+6% +$723K 0.26% 95
2022
Q2 		$11.3M Buy
232,934
+64,875
+39% +$3.41M 0.25% 98
2022
Q1 		$9.33M Buy
168,059
+28,160
+20% +$1.34M 0.18% 112
2021
Q4 		$6.55M Sell
139,899
-2,065
-1% -$97.6K 0.11% 153
2021
Q3 		$6.14M Buy
141,964
+14,990
+12% +$675K 0.11% 155
2021
Q2 		$5.61M Buy
126,974
+29,721
+31% +$1.25M 0.1% 173
2021
Q1 		$3.6M Sell
97,253
-2,680
-3% -$89.6K 0.14% 132
2020
Q4 		$2.95M Buy
99,933
+7,049
+8% +$196K 0.12% 143
2020
Q3 		$2.49M Buy
92,884
+13,215
+17% +$376K 0.11% 132
2020
Q2 		$2.08M Sell
79,669
-9,611
-11% -$243K 0.13% 118
2020
Q1 		$2.13M Sell
89,280
-9,887
-10% -$299K 0.12% 111
2019
Q4 		$3.16M Buy
99,167
+22,034
+29% +$722K 0.16% 93
2019
Q3 		$2.5M Buy
77,133
+27,379
+55% +$860K 0.14% 107
2019
Q2 		$1.56M Buy
49,754
+14,449
+41% +$474K 0.09% 166
2019
Q1 		$1.25M Buy
35,305
+3,804
+12% +$134K 0.08% 127
2018
Q4 		$1.02M Buy
+31,501
New +$1.03M 0.08% 128
2015
Q3 		– Sell
-2
Closed – – 2044
2015
Q2 		$0 Buy
+2
New +$70 ﹤0.01% 2166

Other funds holding IRM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Brookstone Capital Management's IRM Position: Q2 2026 in Review

Brookstone Capital Management reduced its Iron Mountain (IRM) stake by 22% in Q2 2026, selling an estimated $5.19M and leaving 146,595 shares worth $18.5M. The position accounts for 0.19% of the portfolio, ranked #135.

Brookstone Capital Management first reported a position in IRM in Q2 2015 and has held it in 32 quarters since. The position peaked at $21.4M in Q2 2023. 153 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Brookstone Capital Management held 146,595 shares of Iron Mountain worth $18.5M as of Q2 2026.
  • Brookstone Capital Management sold 42,334 Iron Mountain shares in Q2 2026, an estimated $5.19M.
  • Iron Mountain made up 0.19% of Brookstone Capital Management's portfolio in Q2 2026, its #135 holding.
  • Brookstone Capital Management first reported a position in Iron Mountain in Q2 2015 and has held it in 32 quarters since.
  • Brookstone Capital Management's Iron Mountain position peaked at $21.4M in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.