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Pinnacle Family Advisors’s Iron Mountain IRM Stock Holding History

Pinnacle Family Advisors’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 		$741K Sell
5,866
-14
-0.2% -$1.72K 0.31% 57
2026
Q1 		$601K Buy
5,880
+31
+0.5% +$3.08K 0.28% 62
2025
Q4 		$485K Buy
5,849
+23
+0.4% +$2.15K 0.21% 80
2025
Q3 		$594K Buy
5,826
+225
+4% +$21.7K 0.26% 59
2025
Q2 		$573K Buy
5,601
+13
+0.2% +$1.23K 0.28% 63
2025
Q1 		$481K Buy
5,588
+20
+0.4% +$1.93K 0.26% 73
2024
Q4 		$585K Buy
5,568
+91
+2% +$10.7K 0.28% 60
2024
Q3 		$651K Buy
5,477
+263
+5% +$28.1K 0.34% 58
2024
Q2 		$467K Sell
5,214
-12
-0.2% -$971 0.26% 60
2024
Q1 		$419K Buy
5,226
+24
+0.5% +$1.74K 0.22% 64
2023
Q4 		$364K Buy
5,202
+29
+0.6% +$1.82K 0.21% 71
2023
Q3 		$308K Sell
5,173
-17
-0.3% -$1.04K 0.18% 68
2023
Q2 		$295K Buy
5,190
+28
+0.5% +$1.53K 0.16% 81
2023
Q1 		$273K Buy
5,162
+31
+0.6% +$1.62K 0.17% 83
2022
Q4 		$256K Buy
5,131
+33
+0.6% +$1.67K 0.18% 82
2022
Q3 		$224K Sell
5,098
-16,674
-77% -$842K 0.19% 76
2022
Q2 		$1.06M Sell
21,772
-541
-2% -$28.5K 0.87% 23
2022
Q1 		$1.24M Buy
22,313
+826
+4% +$39.3K 0.66% 23
2021
Q4 		$1.12M Sell
21,487
-184
-0.8% -$8.7K 0.51% 35
2021
Q3 		$942K Buy
21,671
+5,612
+35% +$253K 0.42% 41
2021
Q2 		$677K Buy
+16,059
New +$674K 0.3% 59

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 Family Advisors's IRM Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Iron Mountain (IRM) stake by 0.24% in Q2 2026, selling an estimated $1.72K and leaving 5,866 shares worth $741K. The position accounts for 0.31% of the portfolio, ranked #57.

Pinnacle Family Advisors first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.24M in Q1 2022. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Pinnacle Family Advisors held 5,866 shares of Iron Mountain worth $741K as of Q2 2026.
  • Pinnacle Family Advisors sold 14 Iron Mountain shares in Q2 2026, an estimated $1.72K.
  • Iron Mountain made up 0.31% of Pinnacle Family Advisors's portfolio in Q2 2026, its #57 holding.
  • Pinnacle Family Advisors first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Family Advisors's Iron Mountain position peaked at $1.24M in Q1 2022.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.