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Farther Finance Advisors’s Iron Mountain IRM Stock Holding History

Farther Finance 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 		$1.86M Buy
14,689
+4,161
+40% +$510K 0.01% 786
2026
Q1 		$1.06M Buy
10,528
+502
+5% +$49.9K 0.01% 927
2025
Q4 		$832K Buy
10,026
+3,556
+55% +$333K 0.01% 993
2025
Q3 		$660K Buy
6,470
+1,088
+20% +$105K 0.01% 936
2025
Q2 		$552K Buy
5,382
+609
+13% +$57.4K 0.01% 866
2025
Q1 		$415K Buy
4,773
+185
+4% +$17.8K 0.01% 866
2024
Q4 		$482K Sell
4,588
-5,119
-53% -$601K 0.02% 600
2024
Q3 		$1.15M Buy
9,707
+7,632
+368% +$816K 0.04% 311
2024
Q2 		$186K Sell
2,075
-323
-13% -$26.1K 0.01% 857
2024
Q1 		$191K Sell
2,398
-122
-5% -$8.83K 0.01% 700
2023
Q4 		$176K Buy
2,520
+1,189
+89% +$74.6K 0.01% 592
2023
Q3 		$79.1K Buy
1,331
+323
+32% +$19.7K 0.01% 634
2023
Q2 		$57.3K Buy
1,008
+280
+38% +$15.3K 0.01% 628
2023
Q1 		$38.5K Buy
728
+186
+34% +$9.75K 0.01% 686
2022
Q4 		$27K Buy
+542
New +$27.4K 0.01% 640

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

Farther Finance Advisors's IRM Position: Q2 2026 in Review

Farther Finance Advisors increased its Iron Mountain (IRM) stake by 40% in Q2 2026, buying an estimated $510K and bringing the position to 14,689 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #786.

Farther Finance Advisors first reported a position in IRM in Q4 2022 and has held it in 15 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Farther Finance Advisors held 14,689 shares of Iron Mountain worth $1.86M as of Q2 2026.
  • Farther Finance Advisors bought 4,161 Iron Mountain shares in Q2 2026, an estimated $510K.
  • Iron Mountain made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #786 holding.
  • Farther Finance Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 15 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.