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Genesee Capital Advisors’s Iron Mountain IRM Stock Holding History

Genesee Capital 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 		$963K Buy
+7,623
New +$935K 0.3% 72
2025
Q3 		– Sell
-8,943
Closed -$917K – 127
2025
Q2 		$917K Buy
8,943
+564
+7% +$53.2K 0.41% 59
2025
Q1 		$721K Sell
8,379
-5,010
-37% -$483K 0.36% 69
2024
Q4 		$1.41M Sell
13,389
-94
-0.7% -$11K 0.65% 38
2024
Q3 		$1.6M Sell
13,483
-2,800
-17% -$299K 0.77% 30
2024
Q2 		$1.46M Sell
16,283
-1,897
-10% -$154K 0.72% 36
2024
Q1 		$1.46M Buy
18,180
+233
+1% +$16.9K 0.8% 33
2023
Q4 		$1.26M Buy
17,947
+9,814
+121% +$616K 0.77% 37
2023
Q3 		$484K Buy
+8,133
New +$497K 0.35% 61

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

Genesee Capital Advisors's IRM Position: Q2 2026 in Review

Genesee Capital Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 7,623 shares worth $963K. The stake represents 0.3% of the portfolio and ranks #72 among its holdings. This is a return to the name: Genesee Capital Advisors previously reported a position in IRM as recently as Q2 2025.

Genesee Capital Advisors first reported a position in IRM in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Genesee Capital Advisors held 7,623 shares of Iron Mountain worth $963K as of Q2 2026.
  • Iron Mountain was a new Genesee Capital Advisors position in Q2 2026.
  • Iron Mountain made up 0.3% of Genesee Capital Advisors's portfolio in Q2 2026, its #72 holding.
  • Genesee Capital Advisors first reported a position in Iron Mountain in Q3 2023 and has held it in 9 quarters since.
  • Genesee Capital Advisors's Iron Mountain position peaked at $1.6M in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.