CBA
IRM icon

Coastal Bridge Advisors’s Iron Mountain IRM Stock Holding History

Coastal Bridge 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 		$402K Sell
3,181
-120
-4% -$14.7K 0.02% 351
2026
Q1 		$337K Buy
3,301
+65
+2% +$6.47K 0.02% 364
2025
Q4 		$268K Sell
3,236
-79
-2% -$7.39K 0.02% 387
2025
Q3 		$338K Sell
3,315
-138
-4% -$13.3K 0.03% 349
2025
Q2 		$354K Buy
3,453
+295
+9% +$27.8K 0.03% 333
2025
Q1 		$272K Buy
+3,158
New +$304K 0.02% 360

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's IRM Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Iron Mountain (IRM) stake by 3.6% in Q2 2026, selling an estimated $14.7K and leaving 3,181 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #351.

Coastal Bridge Advisors first reported a position in IRM in Q1 2025 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Coastal Bridge Advisors held 3,181 shares of Iron Mountain worth $402K as of Q2 2026.
  • Coastal Bridge Advisors sold 120 Iron Mountain shares in Q2 2026, an estimated $14.7K.
  • Iron Mountain made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #351 holding.
  • Coastal Bridge Advisors first reported a position in Iron Mountain in Q1 2025 and has held it in 6 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.