BGAI
IRM icon

Bruce G. Allen Investments’s Iron Mountain IRM Stock Holding History

Bruce G. Allen Investments’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 		$10.4K Buy
82
+8
+11% +$981 0.01% 483
2026
Q1 		$7.56K Buy
74
+33
+80% +$3.28K ﹤0.01% 518
2025
Q4 		$3.4K Sell
41
-67
-62% -$6.27K ﹤0.01% 619
2025
Q3 		$11K Hold
108
– – 0.01% 465
2025
Q2 		$11.1K Buy
108
+67
+163% +$6.32K 0.01% 468
2025
Q1 		$3.53K Hold
41
– – ﹤0.01% 609
2024
Q4 		$4.31K Hold
41
– – ﹤0.01% 599
2024
Q3 		$4.87K Hold
41
– – ﹤0.01% 583
2024
Q2 		$3.67K Hold
41
– – ﹤0.01% 608
2024
Q1 		$3.29K Sell
41
-38
-48% -$2.75K ﹤0.01% 649
2023
Q4 		$5.53K Buy
+79
New +$4.96K 0.01% 574

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

Bruce G. Allen Investments's IRM Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Iron Mountain (IRM) stake by 11% in Q2 2026, buying an estimated $981 and bringing the position to 82 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #483.

Bruce G. Allen Investments first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bruce G. Allen Investments held 82 shares of Iron Mountain worth $10.4K as of Q2 2026.
  • Bruce G. Allen Investments bought 8 Iron Mountain shares in Q2 2026, an estimated $981.
  • Iron Mountain made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #483 holding.
  • Bruce G. Allen Investments first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Iron Mountain position peaked at $11.1K in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.