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Covestor’s Iron Mountain IRM Stock Holding History

Covestor’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 		$12K Buy
95
+1
+1% +$123 0.01% 1441
2026
Q1 		$10K Sell
94
-81
-46% -$8.06K 0.01% 1402
2025
Q4 		$15K Sell
175
-4
-2% -$374 0.01% 1396
2025
Q3 		$18K Sell
179
-43
-19% -$4.14K 0.01% 1310
2025
Q2 		$23K Buy
222
+40
+22% +$3.77K 0.01% 1204
2025
Q1 		$16K Sell
182
-1
-0.5% -$96 0.01% 1265
2024
Q4 		$19K Sell
183
-16
-8% -$1.88K 0.01% 1216
2024
Q3 		$24K Sell
199
-80
-29% -$8.56K 0.02% 1148
2024
Q2 		$25K Sell
279
-6
-2% -$486 0.02% 1119
2024
Q1 		$23K Buy
285
+33
+13% +$2.39K 0.01% 1168
2023
Q4 		$18K Buy
252
+6
+2% +$376 0.01% 1232
2023
Q3 		$15K Sell
246
-5
-2% -$306 0.01% 1232
2023
Q2 		$14K Sell
251
-30
-11% -$1.64K 0.01% 1282
2023
Q1 		$15K Sell
281
-82
-23% -$4.3K 0.01% 1111
2022
Q4 		$18K Sell
363
-27
-7% -$1.36K 0.01% 1068
2022
Q3 		$17K Sell
390
-505
-56% -$25.5K 0.02% 1046
2022
Q2 		$44K Sell
895
-4,120
-82% -$217K 0.03% 781
2022
Q1 		$278K Buy
5,015
+2,610
+109% +$124K 0.19% 74
2021
Q4 		$126K Buy
+2,405
New +$114K 0.18% 87

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Covestor's IRM Position: Q2 2026 in Review

Covestor increased its Iron Mountain (IRM) stake by 1.1% in Q2 2026, buying an estimated $123 and bringing the position to 95 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1441.

Covestor first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $278K in Q1 2022. 957 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Covestor held 95 shares of Iron Mountain worth $12K as of Q2 2026.
  • Covestor bought 1 Iron Mountain share in Q2 2026, an estimated $123.
  • Iron Mountain made up 0.01% of Covestor's portfolio in Q2 2026, its #1441 holding.
  • Covestor first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Iron Mountain position peaked at $278K in Q1 2022.
  • 957 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.