Kapstone Financial Advisors’s Iron Mountain IRM Stock Holding History

Kapstone Financial 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 Q1	$506K	Sell	4,952 -143	-3%	-$14.2K	0.25%	68
2025 Q4	$423K	Sell	5,095 -100	-2%	-$9.36K	0.21%	63
2025 Q3	$530K	Sell	5,195 -597	-10%	-$57.5K	0.25%	55
2025 Q2	$594K	Hold	5,792	–	–	0.3%	52
2025 Q1	$498K	Hold	5,792	–	–	0.28%	57
2024 Q4	$583K	Buy	5,792 +4	+0.1%	+$470	0.31%	54
2024 Q3	$676K	Hold	5,788	–	–	0.41%	46
2024 Q2	$519K	Hold	5,788	–	–	0.34%	51
2024 Q1	$464K	Hold	5,788	–	–	0.32%	59
2023 Q4	$396K	Hold	5,788	–	–	0.31%	63
2023 Q3	$344K	Hold	5,788	–	–	0.31%	62
2023 Q2	$358K	Buy	+5,788	New	+$317K	0.3%	67
2023 Q1	–	Sell	-5,788	Closed	-$328K	–	98
2022 Q4	$328K	Buy	+5,788	New	+$292K	0.3%	66

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kapstone Financial Advisors's IRM Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its Iron Mountain (IRM) stake by 2.8% in Q1 2026, selling an estimated $14.2K and leaving 4,952 shares worth $506K. The position accounts for 0.25% of the portfolio, ranked #68.

Kapstone Financial Advisors first reported a position in IRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $676K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Kapstone Financial Advisors held 4,952 shares of Iron Mountain worth $506K as of Q1 2026.
Kapstone Financial Advisors sold 143 Iron Mountain shares in Q1 2026, an estimated $14.2K.
Iron Mountain made up 0.25% of Kapstone Financial Advisors's portfolio in Q1 2026, its #68 holding.
Kapstone Financial Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 13 quarters since.
Kapstone Financial Advisors's Iron Mountain position peaked at $676K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.