BLC
IRM icon

Brown, Lisle/Cummings’s Iron Mountain IRM Stock Holding History

Brown, Lisle/Cummings’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 		$3.16K Sell
25
-22
-47% -$2.7K ﹤0.01% 772
2026
Q1 		$4.8K Buy
+47
New +$4.68K ﹤0.01% 681

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 $3.38T AUM 44.17% 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, Lisle/Cummings's IRM Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Iron Mountain (IRM) stake by 47% in Q2 2026, selling an estimated $2.7K and leaving 25 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Brown, Lisle/Cummings first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.8K in Q1 2026. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Brown, Lisle/Cummings held 25 shares of Iron Mountain worth $3.16K as of Q2 2026.
  • Brown, Lisle/Cummings sold 22 Iron Mountain shares in Q2 2026, an estimated $2.7K.
  • Iron Mountain made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #772 holding.
  • Brown, Lisle/Cummings first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's Iron Mountain position peaked at $4.8K in Q1 2026.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.