Pinnacle Associates’s Iron Mountain IRM Stock Holding History

Pinnacle Associates’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 Q3	$255K	Buy	2,296 +20	+0.9%	+$2.4K	﹤0.01%	848
2026 Q2	$288K	Sell	2,276 -103	-4%	-$12.6K	﹤0.01%	831
2026 Q1	$243K	Buy	+2,379	New	+$237K	﹤0.01%	857
2025 Q4	–	Sell	-4,219	Closed	-$430K	–	943
2025 Q3	$430K	Buy	4,219 +51	+1%	+$4.91K	0.01%	674
2025 Q2	$428K	Buy	4,168 +78	+2%	+$7.35K	0.01%	662
2025 Q1	$352K	Buy	4,090 +25	+0.6%	+$2.41K	0.01%	681
2024 Q4	$427K	Buy	+4,065	New	+$478K	0.01%	635

Other funds holding IRM

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Pinnacle Associates's IRM Position: Q3 2026 in Review

Pinnacle Associates increased its Iron Mountain (IRM) stake by 0.88% in Q3 2026, buying an estimated $2.4K and bringing the position to 2,296 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Pinnacle Associates first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $430K in Q3 2025. 226 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Pinnacle Associates held 2,296 shares of Iron Mountain worth $255K as of Q3 2026.
Pinnacle Associates bought 20 Iron Mountain shares in Q3 2026, an estimated $2.4K.
Iron Mountain made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #848 holding.
Pinnacle Associates first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
Pinnacle Associates's Iron Mountain position peaked at $430K in Q3 2025.
226 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.