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CoreCap Advisors’s Iron Mountain IRM Stock Holding History

CoreCap 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 		$41K Buy
324
+2
+0.6% +$245 ﹤0.01% 1490
2026
Q1 		$33K Buy
322
+2
+0.6% +$199 ﹤0.01% 1485
2025
Q4 		$26.6K Sell
320
-1,289
-80% -$121K ﹤0.01% 1572
2025
Q3 		$164K Buy
1,609
+21
+1% +$2.02K 0.01% 858
2025
Q2 		$163K Sell
1,588
-69
-4% -$6.5K 0.01% 812
2025
Q1 		$143K Sell
1,657
-25,997
-94% -$2.51M 0.01% 776
2024
Q4 		$2.91M Sell
27,654
-8,756
-24% -$1.03M 0.13% 150
2024
Q3 		$4.33M Buy
36,410
+8,317
+30% +$890K 0.2% 97
2024
Q2 		$2.52M Sell
28,093
-802
-3% -$64.9K 0.26% 80
2024
Q1 		$2.32M Sell
28,895
-2,096
-7% -$152K 0.12% 167
2023
Q4 		$2.17M Sell
30,991
-1,256
-4% -$78.8K 0.14% 142
2023
Q3 		$1.92M Sell
32,247
-2,143
-6% -$131K 0.14% 145
2023
Q2 		$1.95M Buy
+34,390
New +$1.88M 0.14% 141
2022
Q4 		$1.46M Buy
+29,346
New +$1.48M 0.1% 186
2022
Q3 		– Sell
-2,658
Closed -$129K – 1287
2022
Q2 		$129K Buy
+2,658
New +$140K 0.01% 613
2022
Q1 		– Sell
-1,175
Closed -$62K – 1288
2021
Q4 		$62K Buy
+1,175
New +$55.5K ﹤0.01% 929

Other funds holding IRM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CoreCap Advisors's IRM Position: Q2 2026 in Review

CoreCap Advisors increased its Iron Mountain (IRM) stake by 0.62% in Q2 2026, buying an estimated $245 and bringing the position to 324 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

CoreCap Advisors first reported a position in IRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.33M in Q3 2024. 177 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • CoreCap Advisors held 324 shares of Iron Mountain worth $41K as of Q2 2026.
  • CoreCap Advisors bought 2 Iron Mountain shares in Q2 2026, an estimated $245.
  • Iron Mountain made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1490 holding.
  • CoreCap Advisors first reported a position in Iron Mountain in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's Iron Mountain position peaked at $4.33M in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.