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Centerpoint Advisory Group’s Iron Mountain IRM Stock Holding History

Centerpoint Advisory 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 		$311K Sell
2,465
-70
-3% -$8.58K 0.2% 87
2026
Q1 		$259K Hold
2,535
– – 0.19% 89
2025
Q4 		$210K Hold
2,535
– – 0.16% 102
2025
Q3 		$258K Hold
2,535
– – 0.2% 89
2025
Q2 		$260K Hold
2,535
– – 0.23% 83
2025
Q1 		$218K Sell
2,535
-50
-2% -$4.82K 0.21% 86
2024
Q4 		$272K Buy
+2,585
New +$304K 0.26% 76

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

Centerpoint Advisory Group's IRM Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its Iron Mountain (IRM) stake by 2.8% in Q2 2026, selling an estimated $8.58K and leaving 2,465 shares worth $311K. The position accounts for 0.2% of the portfolio, ranked #87.

Centerpoint Advisory Group first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Centerpoint Advisory Group held 2,465 shares of Iron Mountain worth $311K as of Q2 2026.
  • Centerpoint Advisory Group sold 70 Iron Mountain shares in Q2 2026, an estimated $8.58K.
  • Iron Mountain made up 0.2% of Centerpoint Advisory Group's portfolio in Q2 2026, its #87 holding.
  • Centerpoint Advisory Group first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.