FHA
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Flagship Harbor Advisors’s Iron Mountain IRM Stock Holding History

Flagship Harbor 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 		– Sell
-3,987
Closed -$407K – 768
2026
Q1 		$407K Buy
3,987
+2,594
+186% +$258K 0.02% 520
2025
Q4 		$116K Sell
1,393
-6,552
-82% -$613K 0.01% 832
2025
Q3 		$810K Sell
7,945
-344
-4% -$33.1K 0.04% 369
2025
Q2 		$850K Sell
8,289
-251
-3% -$23.7K 0.04% 341
2025
Q1 		$735K Sell
8,540
-366
-4% -$35.3K 0.04% 346
2024
Q4 		$936K Buy
8,906
+977
+12% +$115K 0.05% 285
2024
Q3 		$942K Buy
7,929
+1,646
+26% +$176K 0.05% 273
2024
Q2 		$563K Sell
6,283
-12
-0.2% -$971 0.03% 372
2024
Q1 		$505K Sell
6,295
-91
-1% -$6.59K 0.03% 381
2023
Q4 		$447K Sell
6,386
-289
-4% -$18.1K 0.03% 384
2023
Q3 		$397K Buy
6,675
+280
+4% +$17.1K 0.03% 395
2023
Q2 		$363K Buy
6,395
+377
+6% +$20.6K 0.03% 426
2023
Q1 		$318K Buy
6,018
+315
+6% +$16.5K 0.03% 462
2022
Q4 		$284K Sell
5,703
-42
-0.7% -$2.12K 0.03% 475
2022
Q3 		$253K Buy
5,745
+116
+2% +$5.86K 0.03% 486
2022
Q2 		$274K Buy
5,629
+818
+17% +$43K 0.03% 481
2022
Q1 		$267K Buy
4,811
+47
+1% +$2.24K 0.03% 514
2021
Q4 		$249K Sell
4,764
-1,470
-24% -$69.5K 0.02% 554
2021
Q3 		$264K Hold
6,234
– – 0.03% 520
2021
Q2 		$264K Sell
6,234
-222
-3% -$9.31K 0.03% 521
2021
Q1 		$239K Buy
+6,456
New +$216K 0.03% 553
2020
Q4 		– Sell
-4,487
Closed -$120K – 1116
2020
Q3 		$120K Buy
4,487
+1,879
+72% +$53.5K 0.02% 601
2020
Q2 		$68K Buy
2,608
+1,281
+97% +$32.3K 0.01% 762
2020
Q1 		$32K Buy
1,327
+25
+2% +$757 0.01% 881
2019
Q4 		$42K Buy
1,302
+24
+2% +$787 0.01% 870
2019
Q3 		$41K Buy
1,278
+638
+100% +$20K 0.01% 835
2019
Q2 		$20K Buy
+640
New +$21K ﹤0.01% 1077

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

Flagship Harbor Advisors's IRM Position: Q2 2026 in Review

Flagship Harbor Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 3,987 shares — an estimated $407K sold.

Flagship Harbor Advisors first reported a position in IRM in Q2 2019 and held it in 27 quarters. The position peaked at $942K in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Flagship Harbor Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 3,987 Iron Mountain shares in Q2 2026, an estimated $407K.
  • Flagship Harbor Advisors first reported a position in Iron Mountain in Q2 2019 and held it in 27 quarters.
  • Flagship Harbor Advisors's Iron Mountain position peaked at $942K in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.