Great Valley Advisor Group’s Iron Mountain IRM Stock Holding History

Great Valley Advisor Group’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	$352K	Buy	+3,453	New	+$344K	0.01%	772
2025 Q4	–	Sell	-2,090	Closed	-$213K	–	969
2025 Q3	$213K	Sell	2,090 -2,194	-51%	-$211K	﹤0.01%	873
2025 Q2	$440K	Buy	4,284 +959	+29%	+$90.4K	0.01%	640
2025 Q1	$286K	Buy	3,325 +745	+29%	+$71.8K	0.01%	741
2024 Q4	$271K	Sell	2,580 -99	-4%	-$11.6K	0.01%	716
2024 Q3	$319K	Buy	2,679 +6	+0.2%	+$642	0.01%	674
2024 Q2	$239K	Sell	2,673 -379	-12%	-$30.7K	0.01%	701
2024 Q1	$245K	Buy	+3,052	New	+$221K	0.01%	655

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Great Valley Advisor Group's IRM Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Iron Mountain (IRM) in Q1 2026: 3,453 shares worth $352K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in IRM as recently as Q3 2025.

Great Valley Advisor Group first reported a position in IRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $440K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Great Valley Advisor Group held 3,453 shares of Iron Mountain worth $352K as of Q1 2026.
Iron Mountain was a new Great Valley Advisor Group position in Q1 2026.
Iron Mountain made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #772 holding.
Great Valley Advisor Group first reported a position in Iron Mountain in Q1 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's Iron Mountain position peaked at $440K in Q2 2025.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.