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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
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

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

Pinnacle Associates's IRM Position: Q2 2026 in Review

Pinnacle Associates reduced its Iron Mountain (IRM) stake by 4.3% in Q2 2026, selling an estimated $12.6K and leaving 2,276 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Pinnacle Associates first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $430K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Pinnacle Associates held 2,276 shares of Iron Mountain worth $288K as of Q2 2026.
  • Pinnacle Associates sold 103 Iron Mountain shares in Q2 2026, an estimated $12.6K.
  • Iron Mountain made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #831 holding.
  • Pinnacle Associates first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
  • Pinnacle Associates's Iron Mountain position peaked at $430K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.