Annis Gardner Whiting Capital Advisors’s Iron Mountain IRM Stock Holding History

Annis Gardner Whiting Capital 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	-553	Closed	-$56.5K	–	796
2026 Q1	$56.5K	Buy	553 +23	+4%	+$2.29K	0.01%	558
2025 Q4	$44.4K	Sell	530 -8	-1%	-$749	0.01%	547
2025 Q3	$54.8K	Sell	538 -8	-1%	-$771	0.01%	486
2025 Q2	$56K	Buy	546 +31	+6%	+$2.92K	0.02%	395
2025 Q1	$44.3K	Sell	515 -45	-8%	-$4.34K	0.02%	364
2024 Q4	$59.2K	Sell	560 -55	-9%	-$6.46K	0.02%	332
2024 Q3	$73.5K	Hold	615	–	–	0.02%	325
2024 Q2	$55.5K	Buy	615 +30	+5%	+$2.43K	0.02%	388
2024 Q1	$47.3K	Sell	585 -2,059	-78%	-$149K	0.02%	388
2023 Q4	$187K	Sell	2,644 -215	-8%	-$13.5K	0.08%	157
2023 Q3	$172K	Buy	+2,859	New	+$175K	0.09%	151

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

Annis Gardner Whiting Capital Advisors's IRM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 553 shares — an estimated $56.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IRM in Q3 2023 and held it in 11 quarters. The position peaked at $187K in Q4 2023. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 553 Iron Mountain shares in Q2 2026, an estimated $56.5K.
Annis Gardner Whiting Capital Advisors first reported a position in Iron Mountain in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Iron Mountain position peaked at $187K in Q4 2023.
1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.