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Addison Advisors’s Iron Mountain IRM Stock Holding History

Addison 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 		– Sell
-972
Closed -$99.2K – 852
2026
Q1 		$99.2K Hold
972
– – 0.02% 324
2025
Q4 		$80.6K Sell
972
-14
-1% -$1.31K 0.02% 344
2025
Q3 		$100K Sell
986
-187
-16% -$18K 0.02% 314
2025
Q2 		$120K Hold
1,173
– – 0.03% 277
2025
Q1 		$101K Sell
1,173
-218
-16% -$21K 0.03% 299
2024
Q4 		$146K Sell
1,391
-57
-4% -$6.7K 0.04% 250
2024
Q3 		$172K Sell
1,448
-343
-19% -$36.7K 0.05% 238
2024
Q2 		$160K Sell
1,791
-150
-8% -$12.1K 0.05% 232
2024
Q1 		$156K Hold
1,941
– – 0.05% 231
2023
Q4 		$136K Hold
1,941
– – 0.05% 236
2023
Q3 		$115K Sell
1,941
-310
-14% -$18.9K 0.05% 232
2023
Q2 		$128K Buy
2,251
+200
+10% +$10.9K 0.06% 206
2023
Q1 		$109K Sell
2,051
-4
-0.2% -$210 0.06% 217
2022
Q4 		$102K Sell
2,055
-1,850
-47% -$93.4K 0.06% 212
2022
Q3 		$172K Hold
3,905
– – 0.11% 134
2022
Q2 		$190K Hold
3,905
– – 0.12% 129
2022
Q1 		$216K Buy
3,905
+1,216
+45% +$57.9K 0.12% 123
2021
Q4 		$141K Buy
+2,689
New +$127K 0.09% 151

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

Addison Advisors's IRM Position: Q2 2026 in Review

Addison Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 972 shares — an estimated $99.2K sold.

Addison Advisors first reported a position in IRM in Q4 2021 and held it in 18 quarters. The position peaked at $216K in Q1 2022. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Addison Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 972 Iron Mountain shares in Q2 2026, an estimated $99.2K.
  • Addison Advisors first reported a position in Iron Mountain in Q4 2021 and held it in 18 quarters.
  • Addison Advisors's Iron Mountain position peaked at $216K in Q1 2022.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.