Diversify Advisory Services’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
+8,550
New +$1.05M 0.02% 603
2026
Q1
Sell
-8,037
Closed -$771K 542
2025
Q4
$771K Sell
8,037
-7,656
-49% -$717K 0.02% 468
2025
Q3
$1.63M Sell
15,693
-1,521
-9% -$147K 0.05% 252
2025
Q2
$1.59M Buy
17,214
+10,734
+166% +$1.01M 0.06% 224
2025
Q1
$572K Buy
6,480
+123
+2% +$11.9K 0.04% 331
2024
Q4
$643K Sell
6,357
-1,585
-20% -$186K 0.04% 307
2024
Q3
$984K Buy
7,942
+1,091
+16% +$117K 0.05% 259
2024
Q2
$638K Buy
6,851
+10
+0.1% +$809 0.04% 329
2024
Q1
$544K Buy
+6,841
New +$495K 0.03% 400

Other funds holding IRM

Diversify Advisory Services's IRM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Iron Mountain (IRM) in Q2 2026: 8,550 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #603 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IRM as recently as Q4 2025.

Diversify Advisory Services first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q3 2025. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Diversify Advisory Services held 8,550 shares of Iron Mountain worth $1.09M as of Q2 2026.
  • Iron Mountain was a new Diversify Advisory Services position in Q2 2026.
  • Iron Mountain made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #603 holding.
  • Diversify Advisory Services first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's Iron Mountain position peaked at $1.63M in Q3 2025.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.