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Caprock Group’s Iron Mountain IRM Stock Holding History

Caprock 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 		$1.2M Buy
+9,424
New +$1.16M 0.02% 572
2025
Q4 		– Sell
-4,081
Closed -$377K – 1250
2025
Q3 		$377K Buy
+4,081
New +$393K 0.01% 875
2025
Q1 		$462K Sell
5,298
-2,262
-30% -$218K 0.01% 749
2024
Q4 		$800K Buy
7,560
+2,511
+50% +$295K 0.03% 483
2024
Q3 		$605K Buy
5,049
+1,051
+26% +$112K 0.02% 515
2024
Q2 		$361K Buy
3,998
+694
+21% +$56.2K 0.01% 629
2024
Q1 		$267K Sell
3,304
-145
-4% -$10.5K 0.02% 598
2023
Q4 		$244K Buy
+3,449
New +$216K 0.02% 596

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

Caprock Group's IRM Position: Q2 2026 in Review

Caprock Group opened a new position in Iron Mountain (IRM) in Q2 2026: 9,424 shares worth $1.2M. The stake represents 0.02% of the portfolio and ranks #572 among its holdings. This is a return to the name: Caprock Group previously reported a position in IRM as recently as Q3 2025.

Caprock Group first reported a position in IRM in Q4 2023 and has held it in 8 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Caprock Group held 9,424 shares of Iron Mountain worth $1.2M as of Q2 2026.
  • Iron Mountain was a new Caprock Group position in Q2 2026.
  • Iron Mountain made up 0.02% of Caprock Group's portfolio in Q2 2026, its #572 holding.
  • Caprock Group first reported a position in Iron Mountain in Q4 2023 and has held it in 8 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.