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Capital Investment Advisors’s Iron Mountain IRM Stock Holding History

Capital Investment Advisors’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 		$2.88M Sell
22,809
-365
-2% -$44.7K 0.04% 204
2026
Q1 		$2.37M Buy
23,174
+100
+0.4% +$9.95K 0.03% 215
2025
Q4 		$1.91M Sell
23,074
-153
-0.7% -$14.3K 0.03% 240
2025
Q3 		$2.37M Sell
23,227
-152
-0.7% -$14.6K 0.04% 211
2025
Q2 		$2.4M Sell
23,379
-823
-3% -$77.6K 0.04% 205
2025
Q1 		$2.08M Sell
24,202
-1,593
-6% -$154K 0.04% 210
2024
Q4 		$2.71M Sell
25,795
-592
-2% -$69.6K 0.06% 182
2024
Q3 		$3.14M Sell
26,387
-644
-2% -$68.9K 0.06% 163
2024
Q2 		$2.42M Buy
27,031
+269
+1% +$21.8K 0.05% 182
2024
Q1 		$2.15M Sell
26,762
-1,011
-4% -$73.2K 0.05% 188
2023
Q4 		$1.94M Buy
27,773
+590
+2% +$37K 0.05% 190
2023
Q3 		$1.62M Sell
27,183
-2,375
-8% -$145K 0.04% 205
2023
Q2 		$1.68M Sell
29,558
-1,406
-5% -$77K 0.05% 183
2023
Q1 		$1.64M Buy
30,964
+1,590
+5% +$83.3K 0.05% 187
2022
Q4 		$1.46M Buy
29,374
+1,606
+6% +$81.1K 0.04% 203
2022
Q3 		$1.22M Buy
27,768
+4,332
+18% +$219K 0.04% 225
2022
Q2 		$1.14M Buy
23,436
+3,416
+17% +$180K 0.04% 234
2022
Q1 		$1.11M Buy
20,020
+788
+4% +$37.5K 0.03% 252
2021
Q4 		$1.01M Buy
19,232
+1,131
+6% +$53.5K 0.03% 272
2021
Q3 		$786K Buy
18,101
+5,263
+41% +$237K 0.03% 305
2021
Q2 		$543K Buy
12,838
+6,049
+89% +$254K 0.02% 355
2021
Q1 		$251K Buy
+6,789
New +$227K 0.01% 468
2017
Q2 		– Sell
-17,336
Closed -$618K – 467
2017
Q1 		$618K Hold
17,336
– – 0.05% 250
2016
Q4 		$563K Buy
+17,336
New +$576K 0.05% 254

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

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

Capital Investment Advisors reduced its Iron Mountain (IRM) stake by 1.6% in Q2 2026, selling an estimated $44.7K and leaving 22,809 shares worth $2.88M. The position accounts for 0.04% of the portfolio, ranked #204.

Capital Investment Advisors first reported a position in IRM in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.14M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Capital Investment Advisors held 22,809 shares of Iron Mountain worth $2.88M as of Q2 2026.
  • Capital Investment Advisors sold 365 Iron Mountain shares in Q2 2026, an estimated $44.7K.
  • Iron Mountain made up 0.04% of Capital Investment Advisors's portfolio in Q2 2026, its #204 holding.
  • Capital Investment Advisors first reported a position in Iron Mountain in Q4 2016 and has held it in 24 quarters since.
  • Capital Investment Advisors's Iron Mountain position peaked at $3.14M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.