Atria Investments’s Iron Mountain IRM Stock Holding History

Atria Investments’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 Q1	$339K	Buy	3,318 +312	+10%	+$31K	﹤0.01%	1676
2025 Q4	$249K	Sell	3,006 -517	-15%	-$48.4K	﹤0.01%	1854
2025 Q3	$359K	Sell	3,523 -881	-20%	-$84.9K	﹤0.01%	1620
2025 Q2	$452K	Sell	4,404 -569	-11%	-$53.6K	0.01%	1473
2025 Q1	$428K	Sell	4,973 -12,375	-71%	-$1.19M	0.01%	1436
2024 Q4	$1.82M	Sell	17,348 -3,098	-15%	-$364K	0.02%	716
2024 Q3	$2.43M	Sell	20,446 -2,670	-12%	-$286K	0.03%	602
2024 Q2	$2.07M	Sell	23,116 -236	-1%	-$19.1K	0.03%	622
2024 Q1	$1.87M	Buy	+23,352	New	+$1.69M	0.03%	681
2020 Q1	–	Sell	-8,998	Closed	-$287K	–	863
2019 Q4	$287K	Buy	+8,998	New	+$295K	0.01%	993
2019 Q1	–	Sell	-9,416	Closed	-$305K	–	983
2018 Q4	$305K	Buy	9,416 +2,458	+35%	+$80.6K	0.01%	648
2018 Q3	$240K	Sell	6,958 -3,775	-35%	-$134K	0.01%	859
2018 Q2	$376K	Buy	10,733 +4,451	+71%	+$150K	0.02%	661
2018 Q1	$206K	Buy	+6,282	New	+$212K	0.01%	805

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atria Investments's IRM Position: Q1 2026 in Review

Atria Investments increased its Iron Mountain (IRM) stake by 10% in Q1 2026, buying an estimated $31K and bringing the position to 3,318 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Atria Investments first reported a position in IRM in Q1 2018 and has held it in 14 quarters since. The position peaked at $2.43M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Atria Investments held 3,318 shares of Iron Mountain worth $339K as of Q1 2026.
Atria Investments bought 312 Iron Mountain shares in Q1 2026, an estimated $31K.
Iron Mountain made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1676 holding.
Atria Investments first reported a position in Iron Mountain in Q1 2018 and has held it in 14 quarters since.
Atria Investments's Iron Mountain position peaked at $2.43M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.