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Krilogy Financial’s Iron Mountain IRM Stock Holding History

Krilogy Financial’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 		$466K Sell
3,686
-199
-5% -$24.4K 0.01% 665
2026
Q1 		$457K Buy
3,885
+577
+17% +$57.4K 0.01% 608
2025
Q4 		$310K Buy
3,308
+994
+43% +$93K 0.01% 715
2025
Q3 		$232K Buy
+2,314
New +$223K 0.01% 770
2018
Q4 		– Sell
-464
Closed -$16K – 390
2018
Q3 		$16K Buy
+464
New +$16.5K ﹤0.01% 463
2018
Q2 		– Sell
-464
Closed -$15K – 380
2018
Q1 		$15K Hold
464
– – ﹤0.01% 481
2017
Q4 		$18K Hold
464
– – ﹤0.01% 449
2017
Q3 		$18K Buy
+464
New +$17.3K ﹤0.01% 491

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

Krilogy Financial's IRM Position: Q2 2026 in Review

Krilogy Financial reduced its Iron Mountain (IRM) stake by 5.1% in Q2 2026, selling an estimated $24.4K and leaving 3,686 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #665.

Krilogy Financial first reported a position in IRM in Q3 2017 and has held it in 8 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Krilogy Financial held 3,686 shares of Iron Mountain worth $466K as of Q2 2026.
  • Krilogy Financial sold 199 Iron Mountain shares in Q2 2026, an estimated $24.4K.
  • Iron Mountain made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #665 holding.
  • Krilogy Financial first reported a position in Iron Mountain in Q3 2017 and has held it in 8 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.