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Halbert Hargrove Global Advisors’s Iron Mountain IRM Stock Holding History

Halbert Hargrove Global 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 		$31.6K Hold
250
– – ﹤0.01% 242
2026
Q1 		$25.5K Hold
250
– – ﹤0.01% 232
2025
Q4 		$20.7K Sell
250
-45
-15% -$4.21K ﹤0.01% 247
2025
Q3 		$30.1K Buy
295
+45
+18% +$4.33K ﹤0.01% 215
2025
Q2 		$25.6K Hold
250
– – ﹤0.01% 179
2025
Q1 		$21.5K Hold
250
– – ﹤0.01% 195
2024
Q4 		$26.3K Buy
+250
New +$29.4K ﹤0.01% 181

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

Halbert Hargrove Global Advisors's IRM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 250 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Halbert Hargrove Global Advisors first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Halbert Hargrove Global Advisors held 250 shares of Iron Mountain worth $31.6K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #242 holding.
  • Halbert Hargrove Global Advisors first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.