CAPTRUST Financial Advisors
IRM icon

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
Q1 		$2.83M Buy
+27,700
New +$2.76M ﹤0.01% 1034

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CAPTRUST Financial Advisors's IRM Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Iron Mountain (IRM) stake by 17% in Q1 2026, selling an estimated $4.32M and leaving 211,691 shares worth $21.6M. The position accounts for 0.04% of the portfolio, ranked #340.

CAPTRUST Financial Advisors first reported a position in IRM in Q4 2019 and has held it in 16 quarters since. The position peaked at $113M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • CAPTRUST Financial Advisors held 211,691 shares of Iron Mountain worth $21.6M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 43,451 Iron Mountain shares in Q1 2026, an estimated $4.32M.
  • Iron Mountain made up 0.04% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #340 holding.
  • CAPTRUST Financial Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Iron Mountain position peaked at $113M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.