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Garton & Associates Financial Advisors’s Iron Mountain IRM Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-305
Closed -$25.3K – 400
2025
Q4 		$25.3K Buy
+305
New +$28.5K 0.01% 564

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

Garton & Associates Financial Advisors's IRM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 305 shares — an estimated $25.3K sold.

Garton & Associates Financial Advisors first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $25.3K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 305 Iron Mountain shares in Q1 2026, an estimated $25.3K.
  • Garton & Associates Financial Advisors first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Iron Mountain position peaked at $25.3K in Q4 2025.
  • 1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.