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Claro Advisors’s Iron Mountain IRM Stock Holding History

Claro 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 		$2.12M Buy
16,771
+32
+0.2% +$3.92K 0.22% 78
2026
Q1 		$1.71M Buy
16,739
+224
+1% +$22.3K 0.21% 87
2025
Q4 		$1.37M Buy
16,515
+302
+2% +$28.3K 0.19% 100
2025
Q3 		$1.65M Sell
16,213
-92
-0.6% -$8.86K 0.24% 86
2025
Q2 		$1.67M Sell
16,305
-244
-1% -$23K 0.28% 79
2025
Q1 		$1.42M Sell
16,549
-49
-0.3% -$4.72K 0.19% 98
2024
Q4 		$1.74M Sell
16,598
-119
-0.7% -$14K 0.24% 80
2024
Q3 		$1.99M Buy
16,717
+103
+0.6% +$11K 0.26% 75
2024
Q2 		$1.49M Sell
16,614
-1,405
-8% -$114K 0.23% 87
2024
Q1 		$1.45M Buy
+18,019
New +$1.3M 0.25% 85
2019
Q1 		– Sell
-2,688
Closed -$93K – 546
2018
Q4 		$93K Buy
+2,688
New +$88.2K 0.07% 243

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

Claro Advisors's IRM Position: Q2 2026 in Review

Claro Advisors increased its Iron Mountain (IRM) stake by 0.19% in Q2 2026, buying an estimated $3.92K and bringing the position to 16,771 shares worth $2.12M. The position accounts for 0.22% of the portfolio, ranked #78.

Claro Advisors first reported a position in IRM in Q4 2018 and has held it in 11 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Claro Advisors held 16,771 shares of Iron Mountain worth $2.12M as of Q2 2026.
  • Claro Advisors bought 32 Iron Mountain shares in Q2 2026, an estimated $3.92K.
  • Iron Mountain made up 0.22% of Claro Advisors's portfolio in Q2 2026, its #78 holding.
  • Claro Advisors first reported a position in Iron Mountain in Q4 2018 and has held it in 11 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.