Capstone Wealth Management (Alabama)’s Iron Mountain IRM Stock Holding History

Capstone Wealth Management (Alabama)’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	$212K	Buy	+1,676	New	+$205K	0.1%	170

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s IRM Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Iron Mountain (IRM) in Q2 2026: 1,676 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #170 among its holdings.

450 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Capstone Wealth Management (Alabama) held 1,676 shares of Iron Mountain worth $212K as of Q2 2026.
Iron Mountain was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Iron Mountain made up 0.1% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #170 holding.
450 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.