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Joseph Group Capital Management’s Iron Mountain IRM Stock Holding History

Joseph Group Capital Management’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 		$14.3K Buy
113
+42
+59% +$5.15K ﹤0.01% 298
2026
Q1 		$7.25K Buy
+71
New +$7.06K ﹤0.01% 330

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

Joseph Group Capital Management's IRM Position: Q2 2026 in Review

Joseph Group Capital Management increased its Iron Mountain (IRM) stake by 59% in Q2 2026, buying an estimated $5.15K and bringing the position to 113 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Joseph Group Capital Management first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Joseph Group Capital Management held 113 shares of Iron Mountain worth $14.3K as of Q2 2026.
  • Joseph Group Capital Management bought 42 Iron Mountain shares in Q2 2026, an estimated $5.15K.
  • Iron Mountain made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #298 holding.
  • Joseph Group Capital Management first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.