PCIA
IRM icon

Prime Capital Investment Advisors’s Iron Mountain IRM Stock Holding History

Prime Capital Investment 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 		$858K Sell
6,796
-116
-2% -$14.2K 0.01% 553
2026
Q1 		$706K Buy
6,912
+396
+6% +$39.4K 0.01% 590
2025
Q4 		$540K Sell
6,516
-863
-12% -$80.8K 0.01% 631
2025
Q3 		$752K Sell
7,379
-131
-2% -$12.6K 0.01% 540
2025
Q2 		$770K Sell
7,510
-3,272
-30% -$308K 0.01% 525
2025
Q1 		$928K Buy
10,782
+1,603
+17% +$154K 0.01% 517
2024
Q4 		$965K Sell
9,179
-1,230
-12% -$145K 0.01% 429
2024
Q3 		$1.24M Sell
10,409
-26
-0.2% -$2.78K 0.02% 399
2024
Q2 		$935K Buy
10,435
+811
+8% +$65.6K 0.01% 448
2024
Q1 		$772K Buy
9,624
+2,519
+35% +$182K 0.01% 514
2023
Q4 		$497K Buy
7,105
+3,641
+105% +$228K 0.01% 576
2023
Q3 		$206K Sell
3,464
-96
-3% -$5.87K ﹤0.01% 676
2023
Q2 		$202K Buy
+3,560
New +$195K ﹤0.01% 708
2021
Q1 		– Sell
-1,000
Closed -$29K – 481
2020
Q4 		$29K Sell
1,000
-300
-23% -$8.32K ﹤0.01% 364
2020
Q3 		$35K Hold
1,300
– – ﹤0.01% 342
2020
Q2 		$34K Buy
1,300
+291
+29% +$7.35K ﹤0.01% 347
2020
Q1 		$24K Sell
1,009
-2,141
-68% -$64.8K ﹤0.01% 342
2019
Q4 		$100K Buy
3,150
+2,050
+186% +$67.2K 0.01% 247
2019
Q3 		$36K Buy
1,100
+100
+10% +$3.14K 0.01% 338
2019
Q2 		$31K Buy
+1,000
New +$32.8K 0.01% 269

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Prime Capital Investment Advisors's IRM Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Iron Mountain (IRM) stake by 1.7% in Q2 2026, selling an estimated $14.2K and leaving 6,796 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #553.

Prime Capital Investment Advisors first reported a position in IRM in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.24M in Q3 2024. 858 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Prime Capital Investment Advisors held 6,796 shares of Iron Mountain worth $858K as of Q2 2026.
  • Prime Capital Investment Advisors sold 116 Iron Mountain shares in Q2 2026, an estimated $14.2K.
  • Iron Mountain made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #553 holding.
  • Prime Capital Investment Advisors first reported a position in Iron Mountain in Q2 2019 and has held it in 20 quarters since.
  • Prime Capital Investment Advisors's Iron Mountain position peaked at $1.24M in Q3 2024.
  • 858 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.