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Keating Financial Advisory Services’s Iron Mountain IRM Stock Holding History

Keating Financial Advisory Services’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 		$164K Sell
1,297
-250
-16% -$30.6K 0.02% 386
2026
Q1 		$158K Sell
1,547
-6,338
-80% -$631K 0.03% 372
2025
Q4 		$654K Buy
+7,885
New +$738K 0.09% 176

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

Keating Financial Advisory Services's IRM Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Iron Mountain (IRM) stake by 16% in Q2 2026, selling an estimated $30.6K and leaving 1,297 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #386.

Keating Financial Advisory Services first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $654K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Keating Financial Advisory Services held 1,297 shares of Iron Mountain worth $164K as of Q2 2026.
  • Keating Financial Advisory Services sold 250 Iron Mountain shares in Q2 2026, an estimated $30.6K.
  • Iron Mountain made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #386 holding.
  • Keating Financial Advisory Services first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Iron Mountain position peaked at $654K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.