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Brookwood Investment Group’s Iron Mountain IRM Stock Holding History

Brookwood Investment 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 		$274K Buy
2,172
+45
+2% +$5.52K 0.03% 417
2026
Q1 		$217K Buy
+2,127
New +$212K 0.03% 469
2025
Q3 		– Sell
-2,358
Closed -$242K – 520
2025
Q2 		$242K Sell
2,358
-244
-9% -$23K 0.04% 373
2025
Q1 		$224K Buy
+2,602
New +$251K 0.04% 370

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

Brookwood Investment Group's IRM Position: Q2 2026 in Review

Brookwood Investment Group increased its Iron Mountain (IRM) stake by 2.1% in Q2 2026, buying an estimated $5.52K and bringing the position to 2,172 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #417.

Brookwood Investment Group first reported a position in IRM in Q1 2025 and has held it in 4 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Brookwood Investment Group held 2,172 shares of Iron Mountain worth $274K as of Q2 2026.
  • Brookwood Investment Group bought 45 Iron Mountain shares in Q2 2026, an estimated $5.52K.
  • Iron Mountain made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #417 holding.
  • Brookwood Investment Group first reported a position in Iron Mountain in Q1 2025 and has held it in 4 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.