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Checchi Capital Advisers’s Iron Mountain IRM Stock Holding History

Checchi Capital Advisers’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 		$884K Buy
6,999
+19
+0.3% +$2.33K 0.04% 242
2026
Q1 		$713K Buy
6,980
+467
+7% +$46.5K 0.04% 273
2025
Q4 		$540K Sell
6,513
-436
-6% -$40.8K 0.03% 300
2025
Q3 		$708K Sell
6,949
-1,427
-17% -$137K 0.04% 263
2025
Q2 		$859K Sell
8,376
-493
-6% -$46.5K 0.05% 235
2025
Q1 		$763K Buy
8,869
+835
+10% +$80.5K 0.04% 257
2024
Q4 		$844K Sell
8,034
-310
-4% -$36.4K 0.05% 220
2024
Q3 		$991K Sell
8,344
-504
-6% -$53.9K 0.06% 202
2024
Q2 		$793K Sell
8,848
-249
-3% -$20.2K 0.04% 219
2024
Q1 		$730K Buy
9,097
+146
+2% +$10.6K 0.06% 244
2023
Q4 		$626K Buy
8,951
+1,979
+28% +$124K 0.05% 259
2023
Q3 		$414K Sell
6,972
-573
-8% -$35K 0.04% 331
2023
Q2 		$429K Buy
7,545
+314
+4% +$17.2K 0.04% 326
2023
Q1 		$383K Buy
7,231
+1,131
+19% +$59.3K 0.04% 353
2022
Q4 		$304K Buy
6,100
+1,000
+20% +$50.5K 0.03% 394
2022
Q3 		$224K Sell
5,100
-45
-0.9% -$2.27K 0.02% 479
2022
Q2 		$249K Buy
5,145
+932
+22% +$49K 0.02% 483
2022
Q1 		$233K Buy
4,213
+382
+10% +$18.2K 0.02% 481
2021
Q4 		$200K Buy
+3,831
New +$181K 0.02% 510
2016
Q3 		– Sell
-3,965
Closed -$158K – 794
2016
Q2 		$158K Sell
3,965
-1,038
-21% -$37.8K 0.02% 410
2016
Q1 		$170K Buy
+5,003
New +$144K 0.04% 395

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Checchi Capital Advisers's IRM Position: Q2 2026 in Review

Checchi Capital Advisers increased its Iron Mountain (IRM) stake by 0.27% in Q2 2026, buying an estimated $2.33K and bringing the position to 6,999 shares worth $884K. The position accounts for 0.04% of the portfolio, ranked #242.

Checchi Capital Advisers first reported a position in IRM in Q1 2016 and has held it in 21 quarters since. The position peaked at $991K in Q3 2024. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Checchi Capital Advisers held 6,999 shares of Iron Mountain worth $884K as of Q2 2026.
  • Checchi Capital Advisers bought 19 Iron Mountain shares in Q2 2026, an estimated $2.33K.
  • Iron Mountain made up 0.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #242 holding.
  • Checchi Capital Advisers first reported a position in Iron Mountain in Q1 2016 and has held it in 21 quarters since.
  • Checchi Capital Advisers's Iron Mountain position peaked at $991K in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.