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Dumont & Blake Investment Advisors’s Iron Mountain IRM Stock Holding History

Dumont & Blake 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
Q2 		$3.47M Sell
27,503
-701
-2% -$85.9K 0.78% 29
2026
Q1 		$2.88M Sell
28,204
-393
-1% -$39.1K 0.72% 32
2025
Q4 		$2.37M Sell
28,597
-1,299
-4% -$122K 0.57% 43
2025
Q3 		$3.05M Sell
29,896
-338
-1% -$32.6K 0.74% 29
2025
Q2 		$3.1M Sell
30,234
-130
-0.4% -$12.3K 0.81% 25
2025
Q1 		$2.61M Buy
30,364
+60
+0.2% +$5.78K 0.73% 30
2024
Q4 		$3.19M Sell
30,304
-170
-0.6% -$20K 0.86% 24
2024
Q3 		$3.62M Sell
30,474
-30,334
-50% -$3.24M 0.97% 20
2024
Q2 		$5.45M Buy
60,808
+30,590
+101% +$2.48M 0.77% 29
2024
Q1 		$2.42M Sell
30,218
-61
-0.2% -$4.42K 0.7% 36
2023
Q4 		$2.12M Sell
30,279
-470
-2% -$29.5K 0.66% 38
2023
Q3 		$1.83M Sell
30,749
-244
-0.8% -$14.9K 0.62% 43
2023
Q2 		$1.76M Sell
30,993
-241
-0.8% -$13.2K 0.57% 45
2023
Q1 		$1.65M Sell
31,234
-255
-0.8% -$13.4K 0.56% 49
2022
Q4 		$1.57M Sell
31,489
-267
-0.8% -$13.5K 0.56% 52
2022
Q3 		$1.4M Sell
31,756
-122
-0.4% -$6.16K 0.52% 53
2022
Q2 		$1.55M Sell
31,878
-56
-0.2% -$2.95K 0.51% 55
2022
Q1 		$1.77M Sell
31,934
-376
-1% -$17.9K 0.48% 54
2021
Q4 		$1.69M Buy
32,310
+1,343
+4% +$63.5K 0.44% 58
2021
Q3 		$1.35M Sell
30,967
-14
-0% -$630 0.38% 77
2021
Q2 		$1.31M Buy
30,981
+391
+1% +$16.4K 0.37% 81
2021
Q1 		$1.13M Buy
30,590
+207
+0.7% +$6.92K 0.35% 83
2020
Q4 		$896K Buy
30,383
+35
+0.1% +$971 0.31% 94
2020
Q3 		$813K Buy
30,348
+2,530
+9% +$72K 0.31% 98
2020
Q2 		$726K Buy
27,818
+959
+4% +$24.2K 0.3% 95
2020
Q1 		$639K Sell
26,859
-241
-0.9% -$7.29K 0.33% 87
2019
Q4 		$864K Buy
27,100
+730
+3% +$23.9K 0.34% 89
2019
Q3 		$854K Sell
26,370
-1,021
-4% -$32.1K 0.36% 86
2019
Q2 		$857K Buy
+27,391
New +$898K 0.36% 89

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Dumont & Blake Investment Advisors's IRM Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Iron Mountain (IRM) stake by 2.5% in Q2 2026, selling an estimated $85.9K and leaving 27,503 shares worth $3.47M. The position accounts for 0.78% of the portfolio, ranked #29.

Dumont & Blake Investment Advisors first reported a position in IRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.45M in Q2 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Dumont & Blake Investment Advisors held 27,503 shares of Iron Mountain worth $3.47M as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 701 Iron Mountain shares in Q2 2026, an estimated $85.9K.
  • Iron Mountain made up 0.78% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Dumont & Blake Investment Advisors first reported a position in Iron Mountain in Q2 2019 and has held it in 29 quarters since.
  • Dumont & Blake Investment Advisors's Iron Mountain position peaked at $5.45M in Q2 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.