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Capital Financial Group’s Iron Mountain IRM Stock Holding History

Capital Financial Group’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 		$2.02M Sell
15,979
-1,493
-9% -$183K 1.06% 26
2026
Q1 		$1.78M Buy
17,472
+477
+3% +$47.5K 0.98% 31
2025
Q4 		$1.41M Buy
+16,995
New +$1.59M 0.79% 38

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 Financial Group's IRM Position: Q2 2026 in Review

Capital Financial Group reduced its Iron Mountain (IRM) stake by 8.5% in Q2 2026, selling an estimated $183K and leaving 15,979 shares worth $2.02M. The position accounts for 1.06% of the portfolio, ranked #26.

Capital Financial Group first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Capital Financial Group held 15,979 shares of Iron Mountain worth $2.02M as of Q2 2026.
  • Capital Financial Group sold 1,493 Iron Mountain shares in Q2 2026, an estimated $183K.
  • Iron Mountain made up 1.06% of Capital Financial Group's portfolio in Q2 2026, its #26 holding.
  • Capital Financial Group first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.