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Capital Advisors Ltd’s Iron Mountain IRM Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
10
– – ﹤0.01% 1248
2026
Q1 		$1K Hold
10
– – ﹤0.01% 1238
2025
Q4 		$1K Hold
10
– – ﹤0.01% 1213
2025
Q3 		$1K Hold
10
– – ﹤0.01% 1213
2025
Q2 		$1K Sell
10
-1
-9% -$94 ﹤0.01% 1205
2025
Q1 		$1K Hold
11
– – ﹤0.01% 1199
2024
Q4 		$1K Hold
11
– – ﹤0.01% 1225
2024
Q3 		$1K Hold
11
– – ﹤0.01% 1223
2024
Q2 		$1K Sell
11
-4
-27% -$324 ﹤0.01% 1215
2024
Q1 		$1K Buy
15
+11
+275% +$796 ﹤0.01% 1200
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1385
2023
Q3 		$0 Hold
4
– – ﹤0.01% 1374
2023
Q2 		$0 Hold
4
– – ﹤0.01% 1417
2023
Q1 		$0 Sell
4
-16
-80% -$838 ﹤0.01% 1371
2022
Q4 		$1K Sell
20
-70
-78% -$3.53K ﹤0.01% 1021
2022
Q3 		$4K Buy
+90
New +$4.54K ﹤0.01% 683
2022
Q1 		– Sell
-11
Closed -$1K – 1058
2021
Q4 		$1K Buy
+11
New +$520 ﹤0.01% 689

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

Capital Advisors Ltd's IRM Position: Q2 2026 in Review

Capital Advisors Ltd held its Iron Mountain (IRM) position steady in Q2 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Capital Advisors Ltd first reported a position in IRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $4K in Q3 2022. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Capital Advisors Ltd held 10 shares of Iron Mountain worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1248 holding.
  • Capital Advisors Ltd first reported a position in Iron Mountain in Q4 2021 and has held it in 17 quarters since.
  • Capital Advisors Ltd's Iron Mountain position peaked at $4K in Q3 2022.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.