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Foundations Investment Advisors’s Iron Mountain IRM Stock Holding History

Foundations 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 		$207K Buy
+1,640
New +$201K ﹤0.01% 1129
2025
Q3 		– Sell
-7,776
Closed -$798K – 1067
2025
Q2 		$798K Sell
7,776
-4,737
-38% -$447K 0.01% 481
2025
Q1 		$1.08M Buy
12,513
+3,906
+45% +$376K 0.02% 391
2024
Q4 		$905K Sell
8,607
-1,180
-12% -$139K 0.02% 425
2024
Q3 		$1.16M Sell
9,787
-579
-6% -$61.9K 0.02% 338
2024
Q2 		$929K Sell
10,366
-232
-2% -$18.8K 0.02% 347
2024
Q1 		$850K Sell
10,598
-2,403
-18% -$174K 0.02% 351
2023
Q4 		$901K Buy
13,001
+3,124
+32% +$196K 0.02% 325
2023
Q3 		$587K Buy
9,877
+2,937
+42% +$179K 0.02% 359
2023
Q2 		$394K Buy
6,940
+2,164
+45% +$118K 0.01% 410
2023
Q1 		$253K Buy
+4,776
New +$250K 0.01% 429

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

Foundations Investment Advisors's IRM Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 1,640 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1129 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in IRM as recently as Q2 2025.

Foundations Investment Advisors first reported a position in IRM in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Foundations Investment Advisors held 1,640 shares of Iron Mountain worth $207K as of Q2 2026.
  • Iron Mountain was a new Foundations Investment Advisors position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1129 holding.
  • Foundations Investment Advisors first reported a position in Iron Mountain in Q1 2023 and has held it in 11 quarters since.
  • Foundations Investment Advisors's Iron Mountain position peaked at $1.16M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.