AF
IRM icon

Advisornet Financial’s Iron Mountain IRM Stock Holding History

Advisornet Financial’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 		$61.9K Buy
490
+1
+0.2% +$123 ﹤0.01% 1047
2026
Q1 		$49.9K Buy
489
+40
+9% +$3.98K ﹤0.01% 1052
2025
Q4 		$37.2K Sell
449
-3
-0.7% -$281 ﹤0.01% 1145
2025
Q3 		$46.1K Buy
452
+46
+11% +$4.43K ﹤0.01% 1048
2025
Q2 		$41.6K Sell
406
-3
-0.7% -$283 ﹤0.01% 1058
2025
Q1 		$35.2K Buy
409
+2
+0.5% +$193 ﹤0.01% 1031
2024
Q4 		$42.8K Sell
407
-9
-2% -$1.06K ﹤0.01% 925
2024
Q3 		$49.4K Hold
416
– – ﹤0.01% 910
2024
Q2 		$37.3K Hold
416
– – ﹤0.01% 913
2024
Q1 		$33.4K Hold
416
– – ﹤0.01% 933
2023
Q4 		$29.1K Buy
416
+16
+4% +$1K ﹤0.01% 976
2023
Q3 		$23.8K Sell
400
-274
-41% -$16.7K ﹤0.01% 983
2023
Q2 		$38.3K Sell
674
-12
-2% -$657 ﹤0.01% 888
2023
Q1 		$36.3K Sell
686
-86
-11% -$4.51K ﹤0.01% 884
2022
Q4 		$38.5K Buy
772
+9
+1% +$454 ﹤0.01% 865
2022
Q3 		$34K Sell
763
-95
-11% -$4.8K ﹤0.01% 962
2022
Q2 		$42K Buy
858
+55
+7% +$2.89K ﹤0.01% 923
2022
Q1 		$44K Buy
803
+425
+112% +$20.2K ﹤0.01% 1006
2021
Q4 		$20K Hold
378
– – ﹤0.01% 1289
2021
Q3 		$16K Buy
+378
New +$17K ﹤0.01% 1315
2019
Q2 		– Sell
-251
Closed -$8.22K – 1740
2019
Q1 		$9K Sell
251
-542
-68% -$19.1K ﹤0.01% 1203
2018
Q4 		$26K Sell
793
-241
-23% -$7.91K ﹤0.01% 860
2018
Q3 		$36K Sell
1,034
-1,815
-64% -$64.7K ﹤0.01% 813
2018
Q2 		$100K Sell
2,849
-2,153
-43% -$72.7K 0.01% 523
2018
Q1 		$164K Sell
5,002
-1,328
-21% -$44.8K 0.02% 428
2017
Q4 		$239K Buy
+6,330
New +$251K 0.04% 319

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 $3.38T AUM 44.17% 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

Advisornet Financial's IRM Position: Q2 2026 in Review

Advisornet Financial increased its Iron Mountain (IRM) stake by 0.2% in Q2 2026, buying an estimated $123 and bringing the position to 490 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Advisornet Financial first reported a position in IRM in Q4 2017 and has held it in 26 quarters since. The position peaked at $239K in Q4 2017. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Advisornet Financial held 490 shares of Iron Mountain worth $61.9K as of Q2 2026.
  • Advisornet Financial bought 1 Iron Mountain share in Q2 2026, an estimated $123.
  • Iron Mountain made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1047 holding.
  • Advisornet Financial first reported a position in Iron Mountain in Q4 2017 and has held it in 26 quarters since.
  • Advisornet Financial's Iron Mountain position peaked at $239K in Q4 2017.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.