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Fort Point Capital Partners’s Iron Mountain IRM Stock Holding History

Fort Point Capital Partners’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 		$431K Sell
3,390
-73
-2% -$8.95K 0.03% 176
2026
Q1 		$356K Buy
+3,463
New +$344K 0.04% 171
2024
Q4 		– Sell
-1,729
Closed -$206K – 314
2024
Q3 		$206K Buy
+1,729
New +$185K 0.03% 281

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 $3.37T AUM 44.26% 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

Fort Point Capital Partners's IRM Position: Q2 2026 in Review

Fort Point Capital Partners reduced its Iron Mountain (IRM) stake by 2.1% in Q2 2026, selling an estimated $8.95K and leaving 3,390 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #176.

Fort Point Capital Partners first reported a position in IRM in Q3 2024 and has held it in 3 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Fort Point Capital Partners held 3,390 shares of Iron Mountain worth $431K as of Q2 2026.
  • Fort Point Capital Partners sold 73 Iron Mountain shares in Q2 2026, an estimated $8.95K.
  • Iron Mountain made up 0.03% of Fort Point Capital Partners's portfolio in Q2 2026, its #176 holding.
  • Fort Point Capital Partners first reported a position in Iron Mountain in Q3 2024 and has held it in 3 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.