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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
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 $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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concurrent Investment Advisors's IRM Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Iron Mountain (IRM) stake by 12% in Q1 2026, selling an estimated $90.2K and leaving 6,504 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #1079.

Concurrent Investment Advisors first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $734K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Concurrent Investment Advisors held 6,504 shares of Iron Mountain worth $664K as of Q1 2026.
  • Concurrent Investment Advisors sold 907 Iron Mountain shares in Q1 2026, an estimated $90.2K.
  • Iron Mountain made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1079 holding.
  • Concurrent Investment Advisors first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Iron Mountain position peaked at $734K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.