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Clearstead Advisors’s Iron Mountain IRM Stock Holding History

Clearstead 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 		$375K Sell
2,969
-1,609
-35% -$197K ﹤0.01% 854
2026
Q1 		$468K Buy
4,578
+2,811
+159% +$280K ﹤0.01% 729
2025
Q4 		$147K Buy
1,767
+124
+8% +$11.6K ﹤0.01% 1006
2025
Q3 		$168K Buy
1,643
+285
+21% +$27.5K ﹤0.01% 916
2025
Q2 		$139K Buy
1,358
+424
+45% +$40K ﹤0.01% 974
2025
Q1 		$80.4K Buy
934
+4
+0.4% +$385 ﹤0.01% 1041
2024
Q4 		$97.7K Sell
930
-37
-4% -$4.35K ﹤0.01% 1036
2024
Q3 		$115K Buy
967
+15
+2% +$1.6K ﹤0.01% 997
2024
Q2 		$85.3K Buy
952
+112
+13% +$9.06K ﹤0.01% 1034
2024
Q1 		$65.8K Sell
840
-15
-2% -$1.09K ﹤0.01% 703
2023
Q4 		$59.8K Buy
855
+22
+3% +$1.38K ﹤0.01% 698
2023
Q3 		$49.5K Hold
833
– – ﹤0.01% 707
2023
Q2 		$47.3K Sell
833
-9
-1% -$493 ﹤0.01% 733
2023
Q1 		$44.6K Sell
842
-14,991
-95% -$786K ﹤0.01% 684
2022
Q4 		$789K Hold
15,833
– – 0.06% 193
2022
Q3 		$696K Sell
15,833
-78
-0.5% -$3.94K 0.06% 188
2022
Q2 		$775K Buy
15,911
+15,078
+1,810% +$793K 0.06% 196
2022
Q1 		$46K Hold
833
– – ﹤0.01% 698
2021
Q4 		$44K Buy
833
+226
+37% +$10.7K ﹤0.01% 677
2021
Q3 		$26K Hold
607
– – ﹤0.01% 732
2021
Q2 		$26K Buy
607
+511
+532% +$21.4K ﹤0.01% 661
2021
Q1 		$4K Buy
+96
New +$3.21K ﹤0.01% 890
2020
Q4 		– Sell
-1,000
Closed -$27K – 1000
2020
Q3 		$27K Buy
+1,000
New +$28.5K ﹤0.01% 552

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

Clearstead Advisors's IRM Position: Q2 2026 in Review

Clearstead Advisors reduced its Iron Mountain (IRM) stake by 35% in Q2 2026, selling an estimated $197K and leaving 2,969 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Clearstead Advisors first reported a position in IRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $789K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Clearstead Advisors held 2,969 shares of Iron Mountain worth $375K as of Q2 2026.
  • Clearstead Advisors sold 1,609 Iron Mountain shares in Q2 2026, an estimated $197K.
  • Iron Mountain made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #854 holding.
  • Clearstead Advisors first reported a position in Iron Mountain in Q3 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Iron Mountain position peaked at $789K in Q4 2022.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.