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Cape Investment Advisory’s Iron Mountain IRM Stock Holding History

Cape Investment 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 		$3.92K Buy
+31
New +$3.8K ﹤0.01% 1093
2025
Q1 		– Sell
-1
Closed -$105 – 1167
2024
Q4 		$105 Buy
+1
New +$117 ﹤0.01% 1095
2023
Q2 		– Sell
-100
Closed -$5.29K – 943
2023
Q1 		$5.29K Buy
+100
New +$5.24K ﹤0.01% 659

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

Cape Investment Advisory's IRM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Iron Mountain (IRM) in Q2 2026: 31 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IRM as recently as Q4 2024.

Cape Investment Advisory first reported a position in IRM in Q1 2023 and has held it in 3 quarters since. The position peaked at $5.29K in Q1 2023. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Cape Investment Advisory held 31 shares of Iron Mountain worth $3.92K as of Q2 2026.
  • Iron Mountain was a new Cape Investment Advisory position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1093 holding.
  • Cape Investment Advisory first reported a position in Iron Mountain in Q1 2023 and has held it in 3 quarters since.
  • Cape Investment Advisory's Iron Mountain position peaked at $5.29K in Q1 2023.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.