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Arkadios Wealth Advisors’s Iron Mountain IRM Stock Holding History

Arkadios Wealth 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 		$835K Sell
6,615
-771
-10% -$94.5K 0.01% 883
2026
Q1 		$754K Sell
7,386
-362
-5% -$36K 0.01% 916
2025
Q4 		$643K Buy
7,748
+4,471
+136% +$418K 0.01% 896
2025
Q3 		$334K Buy
3,277
+1,239
+61% +$119K 0.01% 1117
2025
Q2 		$209K Buy
+2,038
New +$192K 0.01% 1205
2024
Q4 		– Sell
-2,812
Closed -$334K – 972
2024
Q3 		$334K Buy
2,812
+158
+6% +$16.9K 0.02% 672
2024
Q2 		$238K Buy
+2,654
New +$215K 0.02% 711
2021
Q4 		– Sell
-25,534
Closed -$1.11M – 1173
2021
Q3 		$1.11M Sell
25,534
-5,539
-18% -$249K 0.16% 148
2021
Q2 		$1.31M Sell
31,073
-3,280
-10% -$138K 0.16% 164
2021
Q1 		$1.27M Buy
34,353
+34,053
+11,351% +$1.14M 0.21% 124
2020
Q4 		$8K Hold
300
– – ﹤0.01% 1016
2020
Q3 		$8.25K Hold
300
– – ﹤0.01% 783
2020
Q2 		$8.19K Hold
300
– – ﹤0.01% 707
2020
Q1 		$7.14K Hold
300
– – ﹤0.01% 704
2019
Q4 		$10K Buy
+300
New +$9.84K 0.01% 593

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

Arkadios Wealth Advisors's IRM Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Iron Mountain (IRM) stake by 10% in Q2 2026, selling an estimated $94.5K and leaving 6,615 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #883.

Arkadios Wealth Advisors first reported a position in IRM in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.31M in Q2 2021. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Arkadios Wealth Advisors held 6,615 shares of Iron Mountain worth $835K as of Q2 2026.
  • Arkadios Wealth Advisors sold 771 Iron Mountain shares in Q2 2026, an estimated $94.5K.
  • Iron Mountain made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #883 holding.
  • Arkadios Wealth Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's Iron Mountain position peaked at $1.31M in Q2 2021.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.