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Dana Investment Advisors’s Iron Mountain IRM Stock Holding History

Dana 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 		$1.21M Sell
11,836
-35,301
-75% -$3.51M 0.04% 384
2025
Q4 		$3.91M Sell
47,137
-98,404
-68% -$9.21M 0.11% 202
2025
Q3 		$14.8M Sell
145,541
-3,777
-3% -$364K 0.43% 48
2025
Q2 		$15.3M Sell
149,318
-9,729
-6% -$917K 0.51% 43
2025
Q1 		$13.7M Sell
159,047
-5,257
-3% -$507K 0.49% 45
2024
Q4 		$17.3M Sell
164,304
-6,812
-4% -$800K 0.57% 37
2024
Q3 		$20.3M Sell
171,116
-25,085
-13% -$2.68M 0.67% 31
2024
Q2 		$17.6M Sell
196,201
-34,849
-15% -$2.82M 0.59% 36
2024
Q1 		$18.5M Sell
231,050
-23,372
-9% -$1.69M 0.62% 36
2023
Q4 		$17.8M Sell
254,422
-37,897
-13% -$2.38M 0.86% 33
2023
Q3 		$17.4M Sell
292,319
-13,259
-4% -$810K 0.89% 34
2023
Q2 		$17.4M Sell
305,578
-18,827
-6% -$1.03M 0.86% 37
2023
Q1 		$17.2M Sell
324,405
-3,423
-1% -$179K 0.87% 38
2022
Q4 		$16.3M Sell
327,828
-11,207
-3% -$566K 0.86% 43
2022
Q3 		$14.9M Sell
339,035
-23,034
-6% -$1.16M 0.85% 40
2022
Q2 		$17.6M Sell
362,069
-5,863
-2% -$309K 0.89% 40
2022
Q1 		$20.4M Buy
367,932
+361,232
+5,392% +$17.2M 0.94% 39
2021
Q4 		$351K Buy
+6,700
New +$317K 0.02% 278

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

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

Dana Investment Advisors reduced its Iron Mountain (IRM) stake by 75% in Q1 2026, selling an estimated $3.51M and leaving 11,836 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #384.

Dana Investment Advisors first reported a position in IRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.4M in Q1 2022. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Dana Investment Advisors held 11,836 shares of Iron Mountain worth $1.21M as of Q1 2026.
  • Dana Investment Advisors sold 35,301 Iron Mountain shares in Q1 2026, an estimated $3.51M.
  • Iron Mountain made up 0.04% of Dana Investment Advisors's portfolio in Q1 2026, its #384 holding.
  • Dana Investment Advisors first reported a position in Iron Mountain in Q4 2021 and has held it in 18 quarters since.
  • Dana Investment Advisors's Iron Mountain position peaked at $20.4M in Q1 2022.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.