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Aire Advisors’s Iron Mountain IRM Stock Holding History

Aire 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 		$464K Buy
3,672
+30
+0.8% +$3.68K 0.08% 115
2026
Q1 		$372K Buy
3,642
+50
+1% +$4.97K 0.07% 122
2025
Q4 		$298K Buy
3,592
+27
+0.8% +$2.53K 0.05% 126
2025
Q3 		$363K Buy
3,565
+28
+0.8% +$2.7K 0.07% 126
2025
Q2 		$363K Buy
3,537
+33
+0.9% +$3.11K 0.07% 120
2025
Q1 		$302K Sell
3,504
-192
-5% -$18.5K 0.06% 123
2024
Q4 		$388K Sell
3,696
-177
-5% -$20.8K 0.08% 121
2024
Q3 		$460K Buy
3,873
+25
+0.6% +$2.67K 0.1% 101
2024
Q2 		$345K Buy
3,848
+32
+0.8% +$2.59K 0.08% 111
2024
Q1 		$306K Sell
3,816
-12
-0.3% -$869 0.07% 115
2023
Q4 		$268K Buy
3,828
+38
+1% +$2.38K 0.07% 115
2023
Q3 		$225K Buy
3,790
+38
+1% +$2.32K 0.06% 118
2023
Q2 		$213K Buy
+3,752
New +$205K 0.06% 126
2022
Q2 		– Sell
-3,719
Closed -$206K – 159
2022
Q1 		$206K Buy
+3,719
New +$177K 0.07% 138

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

Aire Advisors's IRM Position: Q2 2026 in Review

Aire Advisors increased its Iron Mountain (IRM) stake by 0.82% in Q2 2026, buying an estimated $3.68K and bringing the position to 3,672 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #115.

Aire Advisors first reported a position in IRM in Q1 2022 and has held it in 14 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Aire Advisors held 3,672 shares of Iron Mountain worth $464K as of Q2 2026.
  • Aire Advisors bought 30 Iron Mountain shares in Q2 2026, an estimated $3.68K.
  • Iron Mountain made up 0.08% of Aire Advisors's portfolio in Q2 2026, its #115 holding.
  • Aire Advisors first reported a position in Iron Mountain in Q1 2022 and has held it in 14 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.