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Allworth Financial’s Iron Mountain IRM Stock Holding History

Allworth Financial’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 		$9.42M Sell
74,559
-1,787
-2% -$219K 0.04% 241
2026
Q1 		$7.8M Sell
76,346
-1,481
-2% -$147K 0.03% 290
2025
Q4 		$6.46M Sell
77,827
-95,341
-55% -$8.92M 0.03% 310
2025
Q3 		$17.7M Buy
173,168
+765
+0.4% +$73.7K 0.08% 144
2025
Q2 		$17.7M Buy
172,403
+107,025
+164% +$10.1M 0.08% 134
2025
Q1 		$5.58M Buy
65,378
+1,028
+2% +$99.1K 0.03% 244
2024
Q4 		$7.08M Buy
64,350
+1,209
+2% +$142K 0.04% 218
2024
Q3 		$7.5M Sell
63,141
-68
-0.1% -$7.27K 0.05% 168
2024
Q2 		$6.21M Sell
63,209
-419
-0.7% -$33.9K 0.04% 189
2024
Q1 		$5.1M Buy
63,628
+439
+0.7% +$31.8K 0.04% 196
2023
Q4 		$4.42M Buy
63,189
+62,285
+6,890% +$3.91M 0.03% 203
2023
Q3 		$53.7K Sell
904
-520
-37% -$31.8K ﹤0.01% 1090
2023
Q2 		$80.9K Buy
1,424
+566
+66% +$31K ﹤0.01% 964
2023
Q1 		$45.4K Buy
858
+442
+106% +$23.2K ﹤0.01% 1102
2022
Q4 		$20.7K Sell
416
-359
-46% -$18.1K ﹤0.01% 1348
2022
Q3 		$34K Buy
775
+441
+132% +$22.3K ﹤0.01% 1099
2022
Q2 		$16K Buy
334
+313
+1,490% +$16.5K ﹤0.01% 1333
2022
Q1 		$1K Buy
+21
New +$1K ﹤0.01% 1950
2021
Q4 		– Sell
-114
Closed -$5K – 2033
2021
Q3 		$5K Buy
+114
New +$5.13K ﹤0.01% 1525

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

Allworth Financial's IRM Position: Q2 2026 in Review

Allworth Financial reduced its Iron Mountain (IRM) stake by 2.3% in Q2 2026, selling an estimated $219K and leaving 74,559 shares worth $9.42M. The position accounts for 0.04% of the portfolio, ranked #241.

Allworth Financial first reported a position in IRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.7M in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Allworth Financial held 74,559 shares of Iron Mountain worth $9.42M as of Q2 2026.
  • Allworth Financial sold 1,787 Iron Mountain shares in Q2 2026, an estimated $219K.
  • Iron Mountain made up 0.04% of Allworth Financial's portfolio in Q2 2026, its #241 holding.
  • Allworth Financial first reported a position in Iron Mountain in Q3 2021 and has held it in 19 quarters since.
  • Allworth Financial's Iron Mountain position peaked at $17.7M in Q2 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.