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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
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 0.07% 208

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

Coastal Bridge Advisors's IRM Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Iron Mountain (IRM) stake by 2% in Q1 2026, buying an estimated $6.47K and bringing the position to 3,301 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #364.

Coastal Bridge Advisors first reported a position in IRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $354K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Coastal Bridge Advisors held 3,301 shares of Iron Mountain worth $337K as of Q1 2026.
  • Coastal Bridge Advisors bought 65 Iron Mountain shares in Q1 2026, an estimated $6.47K.
  • Iron Mountain made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #364 holding.
  • Coastal Bridge Advisors first reported a position in Iron Mountain in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Iron Mountain position peaked at $354K in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.