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Arax Advisory Partners’s Iron Mountain IRM Stock Holding History

Arax Advisory Partners’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 		$2.08M Buy
16,454
+12,469
+313% +$1.53M 0.01% 842
2026
Q1 		$408K Sell
3,985
-639
-14% -$63.6K 0.01% 736
2025
Q4 		$384K Sell
4,624
-3,859
-45% -$361K 0.01% 716
2025
Q3 		$865K Buy
8,483
+7,067
+499% +$681K 0.01% 700
2025
Q2 		$145K Buy
1,416
+502
+55% +$47.3K 0.01% 778
2025
Q1 		$78.7K Sell
914
-16
-2% -$1.54K 0.01% 795
2024
Q4 		$97.8K Buy
930
+686
+281% +$80.6K 0.01% 685
2024
Q3 		$29K Buy
244
+3
+1% +$321 ﹤0.01% 936
2024
Q2 		$21.6K Buy
241
+72
+43% +$5.83K ﹤0.01% 940
2024
Q1 		$13.5K Sell
169
-15,026
-99% -$1.09M ﹤0.01% 729
2023
Q4 		$1.06M Sell
15,195
-1,905
-11% -$120K 0.12% 102
2023
Q3 		$1.02M Buy
17,100
+15,075
+744% +$921K 0.13% 94
2023
Q2 		$115K Buy
2,025
+67
+3% +$3.67K 0.01% 323
2023
Q1 		$104K Hold
1,958
– – 0.01% 342
2022
Q4 		$97.6K Sell
1,958
-59
-3% -$2.98K 0.01% 335
2022
Q3 		$89K Buy
2,017
+250
+14% +$12.6K 0.01% 324
2022
Q2 		$86K Buy
1,767
+200
+13% +$10.5K 0.01% 329
2022
Q1 		$87K Buy
1,567
+32
+2% +$1.52K 0.01% 362
2021
Q4 		$80K Buy
1,535
+1,477
+2,547% +$69.8K 0.01% 380
2021
Q3 		$3K Hold
58
– – ﹤0.01% 813
2021
Q2 		$2K Buy
+58
New +$2.43K ﹤0.01% 847
2020
Q4 		$2K Buy
+83
New +$2.3K ﹤0.01% 667

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

Arax Advisory Partners's IRM Position: Q2 2026 in Review

Arax Advisory Partners increased its Iron Mountain (IRM) stake by 313% in Q2 2026, buying an estimated $1.53M and bringing the position to 16,454 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #842.

Arax Advisory Partners first reported a position in IRM in Q4 2020 and has held it in 22 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Arax Advisory Partners held 16,454 shares of Iron Mountain worth $2.08M as of Q2 2026.
  • Arax Advisory Partners bought 12,469 Iron Mountain shares in Q2 2026, an estimated $1.53M.
  • Iron Mountain made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #842 holding.
  • Arax Advisory Partners first reported a position in Iron Mountain in Q4 2020 and has held it in 22 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.