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Concurrent Investment Advisors’s Iron Mountain IRM Stock Holding History

Concurrent Investment 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 		$1.4M Buy
11,121
+4,617
+71% +$566K 0.01% 853
2026
Q1 		$664K Sell
6,504
-907
-12% -$90.2K 0.01% 1079
2025
Q4 		$615K Buy
7,411
+1,889
+34% +$177K 0.01% 1056
2025
Q3 		$563K Buy
5,522
+65
+1% +$6.26K 0.01% 862
2025
Q2 		$560K Sell
5,457
-477
-8% -$45K 0.01% 807
2025
Q1 		$511K Sell
5,934
-459
-7% -$44.2K 0.01% 747
2024
Q4 		$672K Buy
6,393
+218
+4% +$25.6K 0.02% 593
2024
Q3 		$734K Sell
6,175
-1,996
-24% -$213K 0.02% 534
2024
Q2 		$732K Buy
8,171
+3,967
+94% +$321K 0.02% 504
2024
Q1 		$337K Sell
4,204
-487
-10% -$35.2K 0.01% 649
2023
Q4 		$328K Buy
+4,691
New +$294K 0.02% 625

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's IRM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Iron Mountain (IRM) stake by 71% in Q2 2026, buying an estimated $566K and bringing the position to 11,121 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #853.

Concurrent Investment Advisors first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Concurrent Investment Advisors held 11,121 shares of Iron Mountain worth $1.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,617 Iron Mountain shares in Q2 2026, an estimated $566K.
  • Iron Mountain made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #853 holding.
  • Concurrent Investment Advisors first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.