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Avantax Advisory Services’s Iron Mountain IRM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$8.74M Buy
85,172
+11,276
+15% +$1.06M 0.05% 305
2025
Q1 		$6.36M Buy
73,896
+2,273
+3% +$219K 0.04% 342
2024
Q4 		$7.53M Sell
71,623
-3,691
-5% -$434K 0.05% 295
2024
Q3 		$8.95M Sell
75,314
-1,413
-2% -$151K 0.06% 247
2024
Q2 		$6.88M Buy
76,727
+4,638
+6% +$375K 0.05% 291
2024
Q1 		$5.78M Sell
72,089
-4,447
-6% -$322K 0.05% 275
2023
Q4 		$5.36M Sell
76,536
-3,307
-4% -$207K 0.05% 271
2023
Q3 		$4.75M Buy
79,843
+1,788
+2% +$109K 0.05% 265
2023
Q2 		$4.44M Sell
78,055
-2,257
-3% -$124K 0.05% 280
2023
Q1 		$4.25M Buy
80,312
+2,836
+4% +$149K 0.05% 277
2022
Q4 		$3.86M Buy
77,476
+2,070
+3% +$104K 0.05% 269
2022
Q3 		$3.32M Buy
75,406
+4,485
+6% +$226K 0.05% 274
2022
Q2 		$3.45M Buy
70,921
+4,046
+6% +$213K 0.05% 265
2022
Q1 		$3.71M Sell
66,875
-45,885
-41% -$2.19M 0.05% 260
2021
Q4 		$5.9M Buy
112,760
+6,727
+6% +$318K 0.09% 168
2021
Q3 		$4.61M Sell
106,033
-1,807
-2% -$81.3K 0.08% 184
2021
Q2 		$4.57M Buy
107,840
+1,860
+2% +$78K 0.08% 182
2021
Q1 		$3.92M Buy
105,980
+41,198
+64% +$1.38M 0.08% 181
2020
Q4 		$1.91M Sell
64,782
-2,294
-3% -$63.7K 0.05% 274
2020
Q3 		$1.79M Buy
67,076
+26,827
+67% +$763K 0.03% 384
2020
Q2 		$1.05M Buy
40,249
+5,651
+16% +$143K 0.03% 332
2020
Q1 		$822K Buy
34,598
+20,589
+147% +$623K 0.02% 335
2019
Q4 		$446K Buy
14,009
+7,849
+127% +$257K 0.01% 510
2019
Q3 		$200K Buy
+6,160
New +$193K 0.01% 542

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's IRM Position: Q2 2025 in Review

Avantax Advisory Services increased its Iron Mountain (IRM) stake by 15% in Q2 2025, buying an estimated $1.06M and bringing the position to 85,172 shares worth $8.74M. The position accounts for 0.05% of the portfolio, ranked #305.

Avantax Advisory Services first reported a position in IRM in Q3 2019 and has held it in 24 quarters since. The position peaked at $8.95M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Avantax Advisory Services held 85,172 shares of Iron Mountain worth $8.74M as of Q2 2025.
  • Avantax Advisory Services bought 11,276 Iron Mountain shares in Q2 2025, an estimated $1.06M.
  • Iron Mountain made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #305 holding.
  • Avantax Advisory Services first reported a position in Iron Mountain in Q3 2019 and has held it in 24 quarters since.
  • Avantax Advisory Services's Iron Mountain position peaked at $8.95M in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.