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Coppell Advisory Solutions’s Iron Mountain IRM Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-11,071
Closed -$923K – 189
2025
Q4 		$923K Buy
11,071
+61
+0.6% +$5.71K 0.09% 177
2025
Q3 		$1.1M Sell
11,010
-2,051
-16% -$198K 0.12% 161
2025
Q2 		$1.34M Buy
+13,061
New +$1.23M 0.16% 138
2025
Q1 		– Sell
-14,026
Closed -$1.45M – 1084
2024
Q4 		$1.45M Buy
14,026
+266
+2% +$31.3K 0.2% 103
2024
Q3 		$1.61M Sell
13,760
-1,106
-7% -$118K 0.24% 92
2024
Q2 		$1.33M Buy
+14,866
New +$1.2M 0.22% 96
2023
Q4 		$1.18M Sell
16,883
-526
-3% -$33K 0.24% 94
2023
Q3 		$868K Buy
17,409
+1,544
+10% +$94.3K 0.3% 78
2023
Q2 		$891K Sell
15,865
-1,263
-7% -$69.1K 0.25% 93
2023
Q1 		$887K Sell
17,128
-281
-2% -$14.7K 0.29% 88
2022
Q4 		$868K Buy
+17,409
New +$879K 0.29% 82
2020
Q4 		$594K Buy
+20,154
New +$559K 0.3% 88

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

Coppell Advisory Solutions's IRM Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 11,071 shares — an estimated $923K sold.

Coppell Advisory Solutions first reported a position in IRM in Q4 2020 and held it in 12 quarters. The position peaked at $1.61M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11,071 Iron Mountain shares in Q1 2026, an estimated $923K.
  • Coppell Advisory Solutions first reported a position in Iron Mountain in Q4 2020 and held it in 12 quarters.
  • Coppell Advisory Solutions's Iron Mountain position peaked at $1.61M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.