Pinnacle Wealth Management Advisory Group’s Iron Mountain IRM Stock Holding History

Pinnacle Wealth Management Advisory 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	$218K	Buy	+1,724	New	+$211K	0.01%	513

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IRM Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Iron Mountain (IRM) in Q2 2026: 1,724 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings.

1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,724 shares of Iron Mountain worth $218K as of Q2 2026.
Iron Mountain was a new Pinnacle Wealth Management Advisory Group position in Q2 2026.
Iron Mountain made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #513 holding.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.