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Advisory Advocates’s Iron Mountain IRM Stock Holding History

Advisory Advocates’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 		$489K Sell
3,870
-380
-9% -$46.6K 0.42% 87
2026
Q1 		$434K Sell
4,250
-1,895
-31% -$189K 0.44% 86
2025
Q4 		$510K Buy
+6,145
New +$575K 0.51% 69

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisory Advocates's IRM Position: Q2 2026 in Review

Advisory Advocates reduced its Iron Mountain (IRM) stake by 8.9% in Q2 2026, selling an estimated $46.6K and leaving 3,870 shares worth $489K. The position accounts for 0.42% of the portfolio, ranked #87.

Advisory Advocates first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $510K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Advisory Advocates held 3,870 shares of Iron Mountain worth $489K as of Q2 2026.
  • Advisory Advocates sold 380 Iron Mountain shares in Q2 2026, an estimated $46.6K.
  • Iron Mountain made up 0.42% of Advisory Advocates's portfolio in Q2 2026, its #87 holding.
  • Advisory Advocates first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Iron Mountain position peaked at $510K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.