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Bridgelight Financial Advisors, Inc.’s Iron Mountain IRM Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$304K Sell
2,405
-24
-1% -$2.94K 0.21% 37
2026
Q1 		$248K Buy
+2,429
New +$242K 0.21% 34

Other funds holding IRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s IRM Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its Iron Mountain (IRM) stake by 0.99% in Q2 2026, selling an estimated $2.94K and leaving 2,405 shares worth $304K. The position accounts for 0.21% of the portfolio, ranked #37.

Bridgelight Financial Advisors, Inc. first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 2,405 shares of Iron Mountain worth $304K as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 24 Iron Mountain shares in Q2 2026, an estimated $2.94K.
  • Iron Mountain made up 0.21% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #37 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.