SPC
IRM icon

Spirepoint Private Client’s Iron Mountain IRM Stock Holding History

Spirepoint Private Client’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 		$280K Buy
2,219
+22
+1% +$2.7K 0.02% 275
2026
Q1 		$224K Sell
2,197
-258
-11% -$25.7K 0.02% 296
2025
Q4 		$204K Buy
2,455
+68
+3% +$6.36K 0.02% 299
2025
Q3 		$243K Buy
+2,387
New +$230K 0.03% 244

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

Spirepoint Private Client's IRM Position: Q2 2026 in Review

Spirepoint Private Client increased its Iron Mountain (IRM) stake by 1% in Q2 2026, buying an estimated $2.7K and bringing the position to 2,219 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #275.

Spirepoint Private Client first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Spirepoint Private Client held 2,219 shares of Iron Mountain worth $280K as of Q2 2026.
  • Spirepoint Private Client bought 22 Iron Mountain shares in Q2 2026, an estimated $2.7K.
  • Iron Mountain made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #275 holding.
  • Spirepoint Private Client first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.