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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
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 $3.38T AUM 44.17% 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

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. 1,174 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.
  • 1,174 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.