Advisory Alpha’s Iron Mountain IRM Stock Holding History

Advisory Alpha’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	$552K	Buy	4,372 +296	+7%	+$36.3K	0.01%	346
2026 Q1	$416K	Buy	+4,076	New	+$405K	0.01%	367
2025 Q3	–	Sell	-2,550	Closed	-$262K	–	534
2025 Q2	$262K	Buy	+2,550	New	+$240K	0.01%	400
2020 Q2	–	Sell	-929	Closed	-$22.7K	–	339
2020 Q1	$22.7K	Sell	929 -508	-35%	-$15.4K	0.01%	296
2019 Q4	$44.3K	Buy	1,437 +2	+0.1%	+$66	0.01%	295
2019 Q3	$45.6K	Buy	+1,435	New	+$45.1K	0.01%	253
2019 Q2	–	Sell	-1,329	Closed	-$41.2K	–	371
2019 Q1	$41.2K	Buy	+1,329	New	+$46.9K	0.01%	261

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Advisory Alpha's IRM Position: Q2 2026 in Review

Advisory Alpha increased its Iron Mountain (IRM) stake by 7.3% in Q2 2026, buying an estimated $36.3K and bringing the position to 4,372 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #346.

Advisory Alpha first reported a position in IRM in Q1 2019 and has held it in 7 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Advisory Alpha held 4,372 shares of Iron Mountain worth $552K as of Q2 2026.
Advisory Alpha bought 296 Iron Mountain shares in Q2 2026, an estimated $36.3K.
Iron Mountain made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #346 holding.
Advisory Alpha first reported a position in Iron Mountain in Q1 2019 and has held it in 7 quarters since.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.