CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Iron Mountain IRM Stock Holding History

CAPTRUST Financial 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 		$26.3M Sell
207,991
-3,700
-2% -$454K 0.04% 332
2026
Q1 		$21.6M Sell
211,691
-43,451
-17% -$4.32M 0.04% 340
2025
Q4 		$21.2M Sell
255,142
-513,124
-67% -$48M 0.04% 316
2025
Q3 		$78.3M Sell
768,266
-915
-0.1% -$88.2K 0.16% 119
2025
Q2 		$78.9M Sell
769,181
-34,442
-4% -$3.25M 0.18% 107
2025
Q1 		$69.1M Buy
803,623
+7,306
+0.9% +$704K 0.17% 120
2024
Q4 		$83.7M Sell
796,317
-155,235
-16% -$18.2M 0.24% 88
2024
Q3 		$113M Buy
951,552
+47,327
+5% +$5.06M 0.34% 64
2024
Q2 		$81M Buy
904,225
+47,280
+6% +$3.83M 0.26% 82
2024
Q1 		$68.7M Buy
856,945
+31,876
+4% +$2.31M 0.25% 90
2023
Q4 		$57.7M Buy
825,069
+57,392
+7% +$3.6M 0.2% 106
2023
Q3 		$45.6M Buy
767,677
+483,757
+170% +$29.6M 0.17% 117
2023
Q2 		$16.1M Sell
283,920
-2,049
-0.7% -$112K 0.06% 231
2023
Q1 		$15.1M Buy
285,969
+11,158
+4% +$585K 0.07% 220
2022
Q4 		$13.7M Buy
274,811
+11,098
+4% +$560K 0.07% 228
2022
Q3 		$11.6M Buy
+263,713
New +$13.3M 0.07% 230
2020
Q1 		– Sell
-14,344
Closed -$457K – 1404
2019
Q4 		$457K Buy
+14,344
New +$470K 0.01% 709

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

CAPTRUST Financial Advisors's IRM Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Iron Mountain (IRM) stake by 1.7% in Q2 2026, selling an estimated $454K and leaving 207,991 shares worth $26.3M. The position accounts for 0.04% of the portfolio, ranked #332.

CAPTRUST Financial Advisors first reported a position in IRM in Q4 2019 and has held it in 17 quarters since. The position peaked at $113M in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • CAPTRUST Financial Advisors held 207,991 shares of Iron Mountain worth $26.3M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 3,700 Iron Mountain shares in Q2 2026, an estimated $454K.
  • Iron Mountain made up 0.04% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #332 holding.
  • CAPTRUST Financial Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's Iron Mountain position peaked at $113M in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.