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
Q2 		$2.53M Sell
20,062
-1,768
-8% -$217K ﹤0.01% 678
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 $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

Brown Advisory's IRM Position: Q2 2026 in Review

Brown Advisory reduced its Iron Mountain (IRM) stake by 8.1% in Q2 2026, selling an estimated $217K and leaving 20,062 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Brown Advisory first reported a position in IRM in Q2 2018 and has held it in 22 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Brown Advisory held 20,062 shares of Iron Mountain worth $2.53M as of Q2 2026.
  • Brown Advisory sold 1,768 Iron Mountain shares in Q2 2026, an estimated $217K.
  • Iron Mountain made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #678 holding.
  • Brown Advisory first reported a position in Iron Mountain in Q2 2018 and has held it in 22 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.