Guardian Asset Advisors’s Iron Mountain IRM Stock Holding History

Guardian Asset 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	$1.2M	Sell	9,524 -1,387	-13%	-$170K	0.55%	42
2026 Q1	$1.11M	Buy	10,911 +686	+7%	+$68.2K	0.65%	36
2025 Q4	$848K	Sell	10,225 -293	-3%	-$27.4K	0.44%	50
2025 Q3	$1.07M	Sell	10,518 -748	-7%	-$72.1K	0.58%	39
2025 Q2	$1.16M	Sell	11,266 -78	-0.7%	-$7.35K	0.66%	39
2025 Q1	$976K	Sell	11,344 -97	-0.8%	-$9.35K	0.64%	36
2024 Q4	$1.2M	Sell	11,441 -323	-3%	-$38K	0.77%	32
2024 Q3	$1.4M	Sell	11,764 -167	-1%	-$17.9K	0.95%	27
2024 Q2	$1.07M	Sell	11,931 -10	-0.1%	-$809	0.79%	29
2024 Q1	$958K	Buy	11,941 +386	+3%	+$27.9K	0.79%	31
2023 Q4	$809K	Buy	+11,555	New	+$725K	0.76%	30

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Guardian Asset Advisors's IRM Position: Q2 2026 in Review

Guardian Asset Advisors reduced its Iron Mountain (IRM) stake by 13% in Q2 2026, selling an estimated $170K and leaving 9,524 shares worth $1.2M. The position accounts for 0.55% of the portfolio, ranked #42.

Guardian Asset Advisors first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2024. 222 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Guardian Asset Advisors held 9,524 shares of Iron Mountain worth $1.2M as of Q2 2026.
Guardian Asset Advisors sold 1,387 Iron Mountain shares in Q2 2026, an estimated $170K.
Iron Mountain made up 0.55% of Guardian Asset Advisors's portfolio in Q2 2026, its #42 holding.
Guardian Asset Advisors first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's Iron Mountain position peaked at $1.4M in Q3 2024.
222 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.