Brown Advisory
IRM icon

Brown Advisory’s Iron Mountain IRM Stock Holding History

Brown Advisory’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 		$2.23M Buy
21,830
+5,811
+36% +$578K ﹤0.01% 651
2025
Q4 		$1.33M Buy
16,019
+176
+1% +$16.5K ﹤0.01% 769
2025
Q3 		$1.62M Buy
15,843
+2,958
+23% +$285K ﹤0.01% 708
2025
Q2 		$1.32M Buy
12,885
+331
+3% +$31.2K ﹤0.01% 745
2025
Q1 		$1.08M Sell
12,554
-7,443
-37% -$717K ﹤0.01% 760
2024
Q4 		$2.1M Buy
19,997
+7,436
+59% +$874K ﹤0.01% 645
2024
Q3 		$1.49M Buy
12,561
+1,590
+14% +$170K ﹤0.01% 700
2024
Q2 		$983K Buy
10,971
+739
+7% +$59.8K ﹤0.01% 773
2024
Q1 		$821K Buy
10,232
+138
+1% +$9.99K ﹤0.01% 824
2023
Q4 		$706K Buy
10,094
+224
+2% +$14.1K ﹤0.01% 842
2023
Q3 		$587K Buy
9,870
+2,005
+25% +$123K ﹤0.01% 868
2023
Q2 		$447K Sell
7,865
-158
-2% -$8.65K ﹤0.01% 934
2023
Q1 		$424K Buy
8,023
+148
+2% +$7.76K ﹤0.01% 958
2022
Q4 		$393K Buy
7,875
+1,043
+15% +$52.7K ﹤0.01% 963
2022
Q3 		$301K Buy
6,832
+315
+5% +$15.9K ﹤0.01% 965
2022
Q2 		$317K Buy
6,517
+500
+8% +$26.3K ﹤0.01% 946
2022
Q1 		$333K Buy
6,017
+2,000
+50% +$95.3K ﹤0.01% 945
2021
Q4 		$210K Buy
+4,017
New +$190K ﹤0.01% 1159
2019
Q1 		– Sell
-45,958
Closed -$1.49M – 1344
2018
Q4 		$1.49M Sell
45,958
-926
-2% -$30.4K 0.01% 654
2018
Q3 		$1.62M Buy
46,884
+1,183
+3% +$42.1K ﹤0.01% 683
2018
Q2 		$1.6M Buy
+45,701
New +$1.54M ﹤0.01% 676

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory's IRM Position: Q1 2026 in Review

Brown Advisory increased its Iron Mountain (IRM) stake by 36% in Q1 2026, buying an estimated $578K and bringing the position to 21,830 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Brown Advisory first reported a position in IRM in Q2 2018 and has held it in 21 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Brown Advisory held 21,830 shares of Iron Mountain worth $2.23M as of Q1 2026.
  • Brown Advisory bought 5,811 Iron Mountain shares in Q1 2026, an estimated $578K.
  • Iron Mountain made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #651 holding.
  • Brown Advisory first reported a position in Iron Mountain in Q2 2018 and has held it in 21 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.