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Allen Mooney & Barnes Investment Advisors’s Iron Mountain IRM Stock Holding History

Allen Mooney & Barnes Investment 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 		– Sell
-2,733
Closed -$279K – 161
2026
Q1 		$279K Sell
2,733
-66
-2% -$6.57K 0.04% 133
2025
Q4 		$232K Buy
2,799
+97
+4% +$9.08K 0.03% 144
2025
Q3 		$275K Buy
2,702
+2
+0.1% +$193 0.04% 135
2025
Q2 		$277K Buy
2,700
+2
+0.1% +$189 0.05% 134
2025
Q1 		$232K Buy
2,698
+101
+4% +$9.73K 0.04% 142
2024
Q4 		$273K Buy
2,597
+1
+0% +$117 0.05% 135
2024
Q3 		$308K Sell
2,596
-1,584
-38% -$169K 0.05% 128
2024
Q2 		$375K Sell
4,180
-1,250
-23% -$101K 0.07% 120
2024
Q1 		$416K Sell
5,430
-431
-7% -$31.2K 0.08% 118
2023
Q4 		$410K Sell
5,861
-306
-5% -$19.2K 0.08% 109
2023
Q3 		$367K Buy
6,167
+1,173
+23% +$71.7K 0.08% 105
2023
Q2 		$284K Sell
4,994
-500
-9% -$27.4K 0.06% 121
2023
Q1 		$291K Buy
5,494
+10
+0.2% +$524 0.07% 113
2022
Q4 		$273K Sell
5,484
-489
-8% -$24.7K 0.07% 113
2022
Q3 		$263K Buy
5,973
+10
+0.2% +$505 0.07% 115
2022
Q2 		$290K Buy
5,963
+10
+0.2% +$526 0.07% 116
2022
Q1 		$330K Buy
+5,953
New +$284K 0.07% 119

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

Allen Mooney & Barnes Investment Advisors's IRM Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 2,733 shares — an estimated $279K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in IRM in Q1 2022 and held it in 17 quarters. The position peaked at $416K in Q1 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 2,733 Iron Mountain shares in Q2 2026, an estimated $279K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Iron Mountain in Q1 2022 and held it in 17 quarters.
  • Allen Mooney & Barnes Investment Advisors's Iron Mountain position peaked at $416K in Q1 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.