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Brown Financial Advisors’s Iron Mountain IRM Stock Holding History

Brown Financial Advisors’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 		$326K Buy
2,580
+90
+4% +$11K 0.11% 147
2026
Q1 		$254K Buy
+2,490
New +$248K 0.1% 176

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 Financial Advisors's IRM Position: Q2 2026 in Review

Brown Financial Advisors increased its Iron Mountain (IRM) stake by 3.6% in Q2 2026, buying an estimated $11K and bringing the position to 2,580 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #147.

Brown Financial Advisors first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Brown Financial Advisors held 2,580 shares of Iron Mountain worth $326K as of Q2 2026.
  • Brown Financial Advisors bought 90 Iron Mountain shares in Q2 2026, an estimated $11K.
  • Iron Mountain made up 0.11% of Brown Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • Brown Financial Advisors first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.