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Centaurus Financial’s Iron Mountain IRM Stock Holding History

Centaurus Financial’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 		$832K Sell
6,589
-526
-7% -$64.5K 0.03% 453
2026
Q1 		$727K Sell
7,115
-100
-1% -$9.95K 0.03% 419
2025
Q4 		$599K Buy
7,215
+198
+3% +$18.5K 0.03% 477
2025
Q3 		$715K Buy
7,017
+449
+7% +$43.3K 0.03% 413
2025
Q2 		$674K Buy
6,568
+134
+2% +$12.6K 0.04% 385
2025
Q1 		$554K Sell
6,434
-212
-3% -$20.4K 0.03% 428
2024
Q4 		$699K Buy
6,646
+89
+1% +$10.5K 0.04% 350
2024
Q3 		$779K Sell
6,557
-154
-2% -$16.5K 0.05% 315
2024
Q2 		$601K Sell
6,711
-21
-0.3% -$1.7K 0.04% 345
2024
Q1 		$540K Sell
6,732
-2
-0% -$145 0.04% 367
2023
Q4 		$471K Sell
6,734
-56
-0.8% -$3.51K 0.04% 383
2023
Q3 		$404K Buy
6,790
+327
+5% +$20K 0.04% 398
2023
Q2 		$367K Sell
6,463
-283
-4% -$15.5K 0.03% 423
2023
Q1 		$357K Buy
6,746
+777
+13% +$40.7K 0.03% 497
2022
Q4 		$298K Buy
5,969
+349
+6% +$17.6K 0.03% 490
2022
Q3 		$247K Buy
5,620
+230
+4% +$11.6K 0.02% 549
2022
Q2 		$262K Sell
5,390
-2,760
-34% -$145K 0.03% 528
2022
Q1 		$452K Sell
8,150
-5,395
-40% -$257K 0.04% 442
2021
Q4 		$709K Buy
13,545
+2,334
+21% +$110K 0.05% 350
2021
Q3 		$487K Buy
11,211
+1,928
+21% +$86.8K 0.04% 431
2021
Q2 		$393K Sell
9,283
-478
-5% -$20K 0.03% 496
2021
Q1 		$361K Buy
+9,761
New +$326K 0.04% 453
2020
Q4 		– Sell
-31,416
Closed -$842K – 788
2020
Q3 		$842K Buy
31,416
+2,969
+10% +$84.5K 0.12% 195
2020
Q2 		$742K Buy
+28,447
New +$718K 0.11% 216
2020
Q1 		– Sell
-4,157
Closed -$132K – 577
2019
Q4 		$132K Buy
+4,157
New +$136K 0.02% 549
2018
Q3 		– Sell
-969
Closed -$34K – 1278
2018
Q2 		$34K Buy
+969
New +$32.7K ﹤0.01% 1071

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

Centaurus Financial's IRM Position: Q2 2026 in Review

Centaurus Financial reduced its Iron Mountain (IRM) stake by 7.4% in Q2 2026, selling an estimated $64.5K and leaving 6,589 shares worth $832K. The position accounts for 0.03% of the portfolio, ranked #453.

Centaurus Financial first reported a position in IRM in Q2 2018 and has held it in 26 quarters since. The position peaked at $842K in Q3 2020. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Centaurus Financial held 6,589 shares of Iron Mountain worth $832K as of Q2 2026.
  • Centaurus Financial sold 526 Iron Mountain shares in Q2 2026, an estimated $64.5K.
  • Iron Mountain made up 0.03% of Centaurus Financial's portfolio in Q2 2026, its #453 holding.
  • Centaurus Financial first reported a position in Iron Mountain in Q2 2018 and has held it in 26 quarters since.
  • Centaurus Financial's Iron Mountain position peaked at $842K in Q3 2020.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.