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Continuum Advisory’s Iron Mountain IRM Stock Holding History

Continuum Advisory’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 		$348K Buy
3,410
+580
+20% +$57.7K 0.03% 338
2025
Q4 		$235K Buy
2,830
+753
+36% +$70.5K 0.02% 412
2025
Q3 		$212K Buy
2,077
+104
+5% +$10K 0.02% 419
2025
Q2 		$202K Buy
1,973
+1,948
+7,792% +$184K 0.02% 407
2025
Q1 		$2.15K Sell
25
-486
-95% -$46.8K ﹤0.01% 1331
2024
Q4 		$53.7K Hold
511
– – 0.01% 643
2024
Q3 		$57.8K Buy
511
+29
+6% +$3.1K 0.01% 627
2024
Q2 		$43.2K Hold
482
– – 0.01% 636
2024
Q1 		$38.4K Buy
+482
New +$34.9K 0.01% 652

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

Continuum Advisory's IRM Position: Q1 2026 in Review

Continuum Advisory increased its Iron Mountain (IRM) stake by 20% in Q1 2026, buying an estimated $57.7K and bringing the position to 3,410 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #338.

Continuum Advisory first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Continuum Advisory held 3,410 shares of Iron Mountain worth $348K as of Q1 2026.
  • Continuum Advisory bought 580 Iron Mountain shares in Q1 2026, an estimated $57.7K.
  • Iron Mountain made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #338 holding.
  • Continuum Advisory first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.