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1620 Investment Advisors’s Iron Mountain IRM Stock Holding History

1620 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 		$5.3K Hold
42
– – ﹤0.01% 552
2026
Q1 		$4.29K Hold
42
– – ﹤0.01% 538
2025
Q4 		$3.48K Sell
42
-38
-48% -$3.56K ﹤0.01% 544
2025
Q3 		$8.15K Sell
80
-20
-20% -$1.93K 0.01% 478
2025
Q2 		$10.3K Buy
100
+44
+79% +$4.15K 0.01% 453
2025
Q1 		$4.82K Sell
56
-45
-45% -$4.34K ﹤0.01% 517
2024
Q4 		$10.6K Buy
+101
New +$11.9K 0.01% 446
2023
Q3 		– Sell
-16,093
Closed -$554K – 154
2023
Q2 		$554K Buy
+16,093
New +$881K 0.6% 53

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

1620 Investment Advisors's IRM Position: Q2 2026 in Review

1620 Investment Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 42 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

1620 Investment Advisors first reported a position in IRM in Q2 2023 and has held it in 8 quarters since. The position peaked at $554K in Q2 2023. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • 1620 Investment Advisors held 42 shares of Iron Mountain worth $5.3K as of Q2 2026.
  • 1620 Investment Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #552 holding.
  • 1620 Investment Advisors first reported a position in Iron Mountain in Q2 2023 and has held it in 8 quarters since.
  • 1620 Investment Advisors's Iron Mountain position peaked at $554K in Q2 2023.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.