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First Horizon Advisors’s Iron Mountain IRM Stock Holding History

First Horizon 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
2025
Q2 		$72.1K Buy
703
+53
+8% +$5K ﹤0.01% 823
2025
Q1 		$55.9K Sell
650
-700
-52% -$67.5K ﹤0.01% 884
2024
Q4 		$142K Hold
1,350
– – ﹤0.01% 601
2024
Q3 		$160K Hold
1,350
– – ﹤0.01% 586
2024
Q2 		$121K Hold
1,350
– – ﹤0.01% 636
2024
Q1 		$108K Hold
1,350
– – ﹤0.01% 669
2023
Q4 		$94.5K Hold
1,350
– – ﹤0.01% 682
2023
Q3 		$80.3K Hold
1,350
– – ﹤0.01% 690
2023
Q2 		$76.7K Hold
1,350
– – ﹤0.01% 728
2023
Q1 		$71.4K Sell
1,350
-20
-1% -$1.05K ﹤0.01% 743
2022
Q4 		$68.3K Hold
1,370
– – ﹤0.01% 731
2022
Q3 		$60K Sell
1,370
-24
-2% -$1.21K ﹤0.01% 770
2022
Q2 		$68K Sell
1,394
-45
-3% -$2.37K ﹤0.01% 820
2022
Q1 		$80K Buy
1,439
+11
+0.8% +$524 ﹤0.01% 528
2021
Q4 		$75K Sell
1,428
-74
-5% -$3.5K ﹤0.01% 778
2021
Q3 		$65K Sell
1,502
-222
-13% -$9.99K ﹤0.01% 808
2021
Q2 		$73K Buy
1,724
+300
+21% +$12.6K ﹤0.01% 650
2021
Q1 		$53K Hold
1,424
– – ﹤0.01% 720
2020
Q4 		$42K Hold
1,424
– – ﹤0.01% 663
2020
Q3 		$38K Sell
1,424
-576
-29% -$16.4K ﹤0.01% 622
2020
Q2 		$52K Hold
2,000
– – ﹤0.01% 516
2020
Q1 		$48K Hold
2,000
– – ﹤0.01% 489
2019
Q4 		$64K Hold
2,000
– – ﹤0.01% 515
2019
Q3 		$65K Buy
+2,000
New +$62.8K 0.01% 494
2015
Q1 		– Sell
-32
Closed -$1K – 1533
2014
Q4 		$1K Sell
32
-629
-95% -$22.9K ﹤0.01% 1420
2014
Q3 		$21K Sell
661
-112
-14% -$3.63K ﹤0.01% 809
2014
Q2 		$23K Buy
+773
New +$21K ﹤0.01% 793

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Horizon Advisors's IRM Position: Q2 2025 in Review

First Horizon Advisors increased its Iron Mountain (IRM) stake by 8.2% in Q2 2025, buying an estimated $5K and bringing the position to 703 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

First Horizon Advisors first reported a position in IRM in Q2 2014 and has held it in 27 quarters since. The position peaked at $160K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • First Horizon Advisors held 703 shares of Iron Mountain worth $72.1K as of Q2 2025.
  • First Horizon Advisors bought 53 Iron Mountain shares in Q2 2025, an estimated $5K.
  • Iron Mountain made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #823 holding.
  • First Horizon Advisors first reported a position in Iron Mountain in Q2 2014 and has held it in 27 quarters since.
  • First Horizon Advisors's Iron Mountain position peaked at $160K in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.