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Advisors Management Group’s Iron Mountain IRM Stock Holding History

Advisors Management Group’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
Q1 		$439K Buy
4,305
+1,268
+42% +$126K 0.08% 117
2025
Q4 		$252K Hold
3,037
– – 0.05% 138
2025
Q3 		$310K Sell
3,037
-222
-7% -$21.4K 0.05% 128
2025
Q2 		$334K Sell
3,259
-50
-2% -$4.71K 0.06% 117
2025
Q1 		$285K Hold
3,309
– – 0.06% 126
2024
Q4 		$348K Hold
3,309
– – 0.08% 117
2024
Q3 		$393K Hold
3,309
– – 0.09% 111
2024
Q2 		$297K Sell
3,309
-240
-7% -$19.4K 0.07% 126
2024
Q1 		$285K Buy
3,549
+240
+7% +$17.4K 0.07% 128
2023
Q4 		$232K Sell
3,309
-189
-5% -$11.9K 0.06% 136
2023
Q3 		$208K Sell
3,498
-99
-3% -$6.05K 0.06% 132
2023
Q2 		$204K Buy
+3,597
New +$197K 0.06% 137
2023
Q1 		– Sell
-5,148
Closed -$257K – 145
2022
Q4 		$257K Buy
5,148
+62
+1% +$3.13K 0.1% 112
2022
Q3 		$224K Sell
5,086
-62
-1% -$3.13K 0.09% 116
2022
Q2 		$251K Sell
5,148
-56
-1% -$2.95K 0.09% 113
2022
Q1 		$288K Hold
5,204
– – 0.1% 104
2021
Q4 		$272K Buy
5,204
+1
+0% +$47 0.08% 111
2021
Q3 		$226K Buy
5,203
+1
+0% +$45 0.07% 116
2021
Q2 		$220K Buy
+5,202
New +$218K 0.07% 121

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisors Management Group's IRM Position: Q1 2026 in Review

Advisors Management Group increased its Iron Mountain (IRM) stake by 42% in Q1 2026, buying an estimated $126K and bringing the position to 4,305 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #117.

Advisors Management Group first reported a position in IRM in Q2 2021 and has held it in 19 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Advisors Management Group held 4,305 shares of Iron Mountain worth $439K as of Q1 2026.
  • Advisors Management Group bought 1,268 Iron Mountain shares in Q1 2026, an estimated $126K.
  • Iron Mountain made up 0.08% of Advisors Management Group's portfolio in Q1 2026, its #117 holding.
  • Advisors Management Group first reported a position in Iron Mountain in Q2 2021 and has held it in 19 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.