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Capital Analysts LLC’s Iron Mountain IRM Stock Holding History

Capital Analysts LLC’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 		$7K Buy
+57
New +$6.99K ﹤0.01% 1347
2026
Q1 		– Sell
-76
Closed -$6K – 1567
2025
Q4 		$6K Buy
+76
New +$7.11K ﹤0.01% 1320
2025
Q1 		– Sell
-300
Closed -$32K – 1407
2024
Q4 		$32K Hold
300
– – ﹤0.01% 838
2024
Q3 		$36K Buy
+300
New +$32.1K ﹤0.01% 790
2023
Q4 		– Sell
-318
Closed -$19K – 1168
2023
Q3 		$19K Buy
318
+2
+0.6% +$122 ﹤0.01% 774
2023
Q2 		$18K Buy
+316
New +$17.3K ﹤0.01% 740
2020
Q4 		– Sell
-150
Closed -$4K – 771
2020
Q3 		$4K Buy
+150
New +$4.27K ﹤0.01% 669
2018
Q1 		– Sell
-1,608
Closed -$61K – 566
2017
Q4 		$61K Buy
1,608
+17
+1% +$675 0.01% 298
2017
Q3 		$62K Sell
1,591
-589
-27% -$22K 0.01% 287
2017
Q2 		$74.9K Buy
2,180
+111
+5% +$3.88K 0.01% 272
2017
Q1 		$73.8K Sell
2,069
-189
-8% -$6.69K 0.01% 236
2016
Q4 		$73K Buy
2,258
+30
+1% +$997 0.01% 242
2016
Q3 		$83.6K Buy
2,228
+142
+7% +$5.48K 0.02% 223
2016
Q2 		$83.1K Buy
2,086
+21
+1% +$764 0.02% 221
2016
Q1 		$70.1K Buy
2,065
+24
+1% +$689 0.01% 243
2015
Q4 		$55.1K Buy
2,041
+495
+32% +$14.5K 0.01% 262
2015
Q3 		$48K Buy
1,546
+91
+6% +$2.71K 0.01% 283
2015
Q2 		$45.1K Buy
1,455
+13
+0.9% +$455 0.01% 293
2015
Q1 		$52.6K Buy
+1,442
New +$55.7K 0.01% 274

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 Analysts LLC's IRM Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Iron Mountain (IRM) in Q2 2026: 57 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in IRM as recently as Q4 2025.

Capital Analysts LLC first reported a position in IRM in Q1 2015 and has held it in 19 quarters since. The position peaked at $83.6K in Q3 2016. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Capital Analysts LLC held 57 shares of Iron Mountain worth $7K as of Q2 2026.
  • Iron Mountain was a new Capital Analysts LLC position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1347 holding.
  • Capital Analysts LLC first reported a position in Iron Mountain in Q1 2015 and has held it in 19 quarters since.
  • Capital Analysts LLC's Iron Mountain position peaked at $83.6K in Q3 2016.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.