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 Q2	$591K	Sell	4,676 -276	-6%	-$33.8K	0.25%	71
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kapstone Financial Advisors's IRM Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Iron Mountain (IRM) stake by 5.6% in Q2 2026, selling an estimated $33.8K and leaving 4,676 shares worth $591K. The position accounts for 0.25% of the portfolio, ranked #71.

Kapstone Financial Advisors first reported a position in IRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $676K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Kapstone Financial Advisors held 4,676 shares of Iron Mountain worth $591K as of Q2 2026.
Kapstone Financial Advisors sold 276 Iron Mountain shares in Q2 2026, an estimated $33.8K.
Iron Mountain made up 0.25% of Kapstone Financial Advisors's portfolio in Q2 2026, its #71 holding.
Kapstone Financial Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Iron Mountain position peaked at $676K in Q3 2024.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.