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Capital Investment Advisory Services’s Iron Mountain IRM Stock Holding History

Capital Investment Advisory Services’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 		$1.15M Sell
9,137
-97
-1% -$11.9K 0.07% 278
2026
Q1 		$943K Sell
9,234
-405
-4% -$40.3K 0.07% 267
2025
Q4 		$800K Sell
9,639
-45
-0.5% -$4.21K 0.06% 293
2025
Q3 		$987K Buy
9,684
+596
+7% +$57.4K 0.08% 246
2025
Q2 		$932K Buy
9,088
+5
+0.1% +$471 0.08% 235
2025
Q1 		$781K Buy
9,083
+800
+10% +$77.1K 0.07% 246
2024
Q4 		$871K Sell
8,283
-172
-2% -$20.2K 0.08% 207
2024
Q3 		$1M Sell
8,455
-2,787
-25% -$298K 0.1% 203
2024
Q2 		$1.01M Buy
11,242
+87
+0.8% +$7.04K 0.1% 192
2024
Q1 		$895K Sell
11,155
-41
-0.4% -$2.97K 0.1% 206
2023
Q4 		$783K Sell
11,196
-4,179
-27% -$262K 0.07% 220
2023
Q3 		$914K Buy
15,375
+38
+0.2% +$2.32K 0.09% 194
2023
Q2 		$871K Buy
15,337
+426
+3% +$23.3K 0.09% 193
2023
Q1 		$789K Sell
14,911
-680
-4% -$35.6K 0.09% 195
2022
Q4 		$777K Buy
15,591
+177
+1% +$8.94K 0.09% 198
2022
Q3 		$678K Sell
15,414
-1,126
-7% -$56.9K 0.09% 199
2022
Q2 		$805K Sell
16,540
-9,473
-36% -$499K 0.1% 181
2022
Q1 		$1.44M Sell
26,013
-965
-4% -$46K 0.16% 132
2021
Q4 		$1.41M Buy
26,978
+1,655
+7% +$78.2K 0.17% 131
2021
Q3 		$1.1M Sell
25,323
-2,058
-8% -$92.6K 0.14% 146
2021
Q2 		$1.16M Sell
27,381
-981
-3% -$41.1K 0.15% 136
2021
Q1 		$1.05M Sell
28,362
-982
-3% -$32.8K 0.15% 140
2020
Q4 		$865K Sell
29,344
-957
-3% -$26.6K 0.13% 165
2020
Q3 		$812K Buy
30,301
+942
+3% +$26.8K 0.15% 138
2020
Q2 		$766K Buy
29,359
+845
+3% +$21.3K 0.16% 129
2020
Q1 		$679K Buy
28,514
+2,562
+10% +$77.5K 0.17% 123
2019
Q4 		$827K Buy
25,952
+3,411
+15% +$112K 0.22% 97
2019
Q3 		$730K Buy
22,541
+2,995
+15% +$94.1K 0.2% 100
2019
Q2 		$587K Buy
19,546
+4,131
+27% +$135K 0.18% 118
2019
Q1 		$547K Buy
15,415
+1,011
+7% +$35.7K 0.2% 99
2018
Q4 		$467K Buy
14,404
+1,440
+11% +$47.2K 0.2% 99
2018
Q3 		$448K Buy
12,964
+1,898
+17% +$67.6K 0.21% 116
2018
Q2 		$387K Buy
11,066
+199
+2% +$6.72K 0.19% 138
2018
Q1 		$357K Buy
10,867
+990
+10% +$33.4K 0.2% 125
2017
Q4 		$373K Buy
9,877
+1,003
+11% +$39.8K 0.22% 117
2017
Q3 		$345K Buy
8,874
+1,992
+29% +$74.4K 0.21% 115
2017
Q2 		$236K Buy
+6,882
New +$241K 0.16% 145

Other funds holding IRM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Capital Investment Advisory Services's IRM Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Iron Mountain (IRM) stake by 1.1% in Q2 2026, selling an estimated $11.9K and leaving 9,137 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #278.

Capital Investment Advisory Services first reported a position in IRM in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.44M in Q1 2022. 261 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Capital Investment Advisory Services held 9,137 shares of Iron Mountain worth $1.15M as of Q2 2026.
  • Capital Investment Advisory Services sold 97 Iron Mountain shares in Q2 2026, an estimated $11.9K.
  • Iron Mountain made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #278 holding.
  • Capital Investment Advisory Services first reported a position in Iron Mountain in Q2 2017 and has held it in 37 quarters since.
  • Capital Investment Advisory Services's Iron Mountain position peaked at $1.44M in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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