Garden State Investment Advisory Services’s Iron Mountain IRM Stock Holding History

Garden State Investment Advisory Services’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	$690K	Buy	+5,425	New	+$665K	0.12%	145
2026 Q1	–	Sell	-5,505	Closed	-$461K	–	354
2025 Q4	$461K	Hold	5,505	–	–	0.1%	163
2025 Q3	$565K	Sell	5,505 -27	-0.5%	-$2.6K	0.13%	136
2025 Q2	$572K	Sell	5,532 -22	-0.4%	-$2.07K	0.14%	129
2025 Q1	$482K	Buy	5,554 +1	+0%	+$96	0.15%	127
2024 Q4	$588K	Sell	5,553 -109	-2%	-$12.8K	0.17%	104
2024 Q3	$677K	Hold	5,662	–	–	0.22%	88
2024 Q2	$511K	Sell	5,662 -177	-3%	-$14.3K	0.18%	111
2024 Q1	$471K	Sell	5,839 -316	-5%	-$22.9K	0.17%	116
2023 Q4	$434K	Buy	6,155 +1	+0%	+$63	0.17%	119
2023 Q3	$369K	Buy	6,154 +6	+0.1%	+$367	0.17%	119
2023 Q2	$352K	Buy	6,148 +204	+3%	+$11.2K	0.14%	122
2023 Q1	$318K	Buy	5,944 +5	+0.1%	+$262	0.14%	130
2022 Q4	$299K	Buy	+5,939	New	+$300K	0.18%	130

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Garden State Investment Advisory Services's IRM Position: Q2 2026 in Review

Garden State Investment Advisory Services opened a new position in Iron Mountain (IRM) in Q2 2026: 5,425 shares worth $690K. The stake represents 0.12% of the portfolio and ranks #145 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in IRM as recently as Q4 2025.

Garden State Investment Advisory Services first reported a position in IRM in Q4 2022 and has held it in 14 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Garden State Investment Advisory Services held 5,425 shares of Iron Mountain worth $690K as of Q2 2026.
Iron Mountain was a new Garden State Investment Advisory Services position in Q2 2026.
Iron Mountain made up 0.12% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #145 holding.
Garden State Investment Advisory Services first reported a position in Iron Mountain in Q4 2022 and has held it in 14 quarters since.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.