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Newbridge Financial Services Group’s Iron Mountain IRM Stock Holding History

Newbridge Financial Services Group’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 		$31K Buy
245
+1
+0.4% +$123 ﹤0.01% 603
2026
Q1 		$24.9K Buy
244
+2
+0.8% +$199 ﹤0.01% 586
2025
Q4 		$20.1K Buy
242
+1
+0.4% +$94 ﹤0.01% 643
2025
Q3 		$24.5K Sell
241
-38
-14% -$3.66K ﹤0.01% 696
2025
Q2 		$28.6K Buy
279
+15
+6% +$1.41K ﹤0.01% 631
2025
Q1 		$22.8K Sell
264
-1,197
-82% -$115K 0.01% 517
2024
Q4 		$154K Buy
1,461
+71
+5% +$8.34K 0.04% 234
2024
Q3 		$165K Sell
1,390
-356
-20% -$38.1K 0.06% 167
2024
Q2 		$156K Buy
1,746
+1,045
+149% +$84.6K 0.06% 214
2024
Q1 		$56.2K Buy
+701
New +$50.7K 0.02% 374
2023
Q4 		– Sell
-659
Closed -$39.2K – 1253
2023
Q3 		$39.2K Buy
659
+4
+0.6% +$244 0.02% 472
2023
Q2 		$37.2K Sell
655
-665
-50% -$36.4K 0.02% 524
2023
Q1 		$69.9K Sell
1,320
-346
-21% -$18.1K 0.04% 388
2022
Q4 		$83K Sell
1,666
-4,963
-75% -$251K 0.05% 337
2022
Q3 		$291K Buy
6,629
+5,168
+354% +$261K 0.17% 130
2022
Q2 		$71K Sell
1,461
-351
-19% -$18.5K 0.04% 329
2022
Q1 		$100K Sell
1,812
-69
-4% -$3.29K 0.05% 305
2021
Q4 		$98K Buy
1,881
+777
+70% +$36.7K 0.05% 310
2021
Q3 		$48K Buy
1,104
+245
+29% +$11K 0.03% 423
2021
Q2 		$36K Buy
859
+275
+47% +$11.5K 0.02% 542
2021
Q1 		$22K Sell
584
-3,351
-85% -$112K 0.02% 669
2020
Q4 		$116K Buy
3,935
+2,309
+142% +$64.1K 0.1% 203
2020
Q3 		$44K Buy
+1,626
New +$46.3K 0.04% 339

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

Newbridge Financial Services Group's IRM Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Iron Mountain (IRM) stake by 0.41% in Q2 2026, buying an estimated $123 and bringing the position to 245 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Newbridge Financial Services Group first reported a position in IRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $291K in Q3 2022. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Newbridge Financial Services Group held 245 shares of Iron Mountain worth $31K as of Q2 2026.
  • Newbridge Financial Services Group bought 1 Iron Mountain share in Q2 2026, an estimated $123.
  • Iron Mountain made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #603 holding.
  • Newbridge Financial Services Group first reported a position in Iron Mountain in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Iron Mountain position peaked at $291K in Q3 2022.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.