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Ancora Advisors’s Iron Mountain IRM Stock Holding History

Ancora 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 		$2.5M Sell
19,766
-1,126
-5% -$138K 0.05% 281
2026
Q1 		$2.13M Sell
20,892
-1,156
-5% -$115K 0.05% 279
2025
Q4 		$1.83M Sell
22,048
-406
-2% -$38K 0.04% 312
2025
Q3 		$2.29M Sell
22,454
-386
-2% -$37.2K 0.05% 268
2025
Q2 		$2.34M Buy
22,840
+100
+0.4% +$9.43K 0.05% 265
2025
Q1 		$1.96M Hold
22,740
– – 0.04% 278
2024
Q4 		$2.39M Sell
22,740
-401
-2% -$47.1K 0.05% 254
2024
Q3 		$2.75M Sell
23,141
-1,173
-5% -$125K 0.06% 234
2024
Q2 		$2.18M Sell
24,314
-150
-0.6% -$12.1K 0.05% 256
2024
Q1 		$1.96M Sell
24,464
-581
-2% -$42.1K 0.04% 277
2023
Q4 		$1.75M Sell
25,045
-503
-2% -$31.6K 0.04% 291
2023
Q3 		$1.52M Sell
25,548
-118
-0.5% -$7.21K 0.04% 292
2023
Q2 		$1.46M Sell
25,666
-511
-2% -$28K 0.04% 292
2023
Q1 		$1.39M Buy
26,177
+803
+3% +$42.1K 0.04% 305
2022
Q4 		$1.26M Sell
25,374
-259
-1% -$13.1K 0.04% 316
2022
Q3 		$1.13M Sell
25,633
-5,277
-17% -$266K 0.03% 332
2022
Q2 		$1.5M Sell
30,910
-24
-0.1% -$1.26K 0.04% 297
2022
Q1 		$1.71M Sell
30,934
-941
-3% -$44.8K 0.04% 303
2021
Q4 		$1.67M Buy
31,875
+454
+1% +$21.5K 0.04% 309
2021
Q3 		$1.36M Sell
31,421
-996
-3% -$44.8K 0.04% 332
2021
Q2 		$1.37M Sell
32,417
-796
-2% -$33.4K 0.04% 339
2021
Q1 		$1.23M Buy
33,213
+20,051
+152% +$670K 0.03% 344
2020
Q4 		$388K Buy
13,162
+20
+0.2% +$555 0.01% 515
2020
Q3 		$352K Buy
13,142
+5,730
+77% +$163K 0.01% 501
2020
Q2 		$193K Buy
+7,412
New +$187K 0.01% 593
2018
Q4 		– Sell
-155
Closed -$5K – 909
2018
Q3 		$5K Buy
+155
New +$5.52K ﹤0.01% 1252
2017
Q1 		– Sell
-155
Closed -$5K – 842
2016
Q4 		$5K Buy
+155
New +$5.15K ﹤0.01% 1118

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

Ancora Advisors's IRM Position: Q2 2026 in Review

Ancora Advisors reduced its Iron Mountain (IRM) stake by 5.4% in Q2 2026, selling an estimated $138K and leaving 19,766 shares worth $2.5M. The position accounts for 0.05% of the portfolio, ranked #281.

Ancora Advisors first reported a position in IRM in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.75M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ancora Advisors held 19,766 shares of Iron Mountain worth $2.5M as of Q2 2026.
  • Ancora Advisors sold 1,126 Iron Mountain shares in Q2 2026, an estimated $138K.
  • Iron Mountain made up 0.05% of Ancora Advisors's portfolio in Q2 2026, its #281 holding.
  • Ancora Advisors first reported a position in Iron Mountain in Q4 2016 and has held it in 27 quarters since.
  • Ancora Advisors's Iron Mountain position peaked at $2.75M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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