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Harbor Investment Advisory’s Iron Mountain IRM Stock Holding History

Harbor Investment Advisory’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 		$79.8K Buy
+632
New +$77.5K 0.01% 623
2026
Q1 		– Sell
-420
Closed -$34.8K – 1296
2025
Q4 		$34.8K Hold
420
– – ﹤0.01% 721
2025
Q3 		$42.8K Hold
420
– – ﹤0.01% 667
2025
Q2 		$43.1K Sell
420
-206
-33% -$19.4K ﹤0.01% 659
2025
Q1 		$53.9K Buy
626
+2
+0.3% +$193 0.01% 594
2024
Q4 		$65.6K Buy
624
+1
+0.2% +$117 0.01% 543
2024
Q3 		$74.1K Sell
623
-3
-0.5% -$321 0.01% 523
2024
Q2 		$56.1K Sell
626
-16
-2% -$1.29K 0.01% 566
2024
Q1 		$51.5K Buy
642
+24
+4% +$1.74K 0.01% 575
2023
Q4 		$43.3K Buy
618
+201
+48% +$12.6K 0.01% 591
2023
Q3 		$24.8K Buy
417
+200
+92% +$12.2K ﹤0.01% 658
2023
Q2 		$12.3K Sell
217
-36
-14% -$1.97K ﹤0.01% 986
2023
Q1 		$13.4K Sell
253
-22
-8% -$1.15K ﹤0.01% 988
2022
Q4 		$13.7K Sell
275
-19
-6% -$959 ﹤0.01% 970
2022
Q3 		$13K Buy
294
+22
+8% +$1.11K ﹤0.01% 994
2022
Q2 		$13K Hold
272
– – ﹤0.01% 991
2022
Q1 		$15K Hold
272
– – ﹤0.01% 989
2021
Q4 		$14K Hold
272
– – ﹤0.01% 1002
2021
Q3 		$12K Hold
272
– – ﹤0.01% 1026
2021
Q2 		$12K Hold
272
– – ﹤0.01% 982
2021
Q1 		$10K Sell
272
-39
-13% -$1.3K ﹤0.01% 983
2020
Q4 		$9K Buy
+311
New +$8.63K ﹤0.01% 939
2020
Q3 		– Sell
-1,611
Closed -$42K – 1187
2020
Q2 		$42K Sell
1,611
-2,056
-56% -$51.9K 0.01% 473
2020
Q1 		$87K Buy
3,667
+2,056
+128% +$62.2K 0.02% 332
2019
Q4 		$51K Buy
+1,611
New +$52.8K 0.01% 407

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Harbor Investment Advisory's IRM Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Iron Mountain (IRM) in Q2 2026: 632 shares worth $79.8K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in IRM as recently as Q4 2025.

Harbor Investment Advisory first reported a position in IRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $87K in Q1 2020. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Harbor Investment Advisory held 632 shares of Iron Mountain worth $79.8K as of Q2 2026.
  • Iron Mountain was a new Harbor Investment Advisory position in Q2 2026.
  • Iron Mountain made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #623 holding.
  • Harbor Investment Advisory first reported a position in Iron Mountain in Q4 2019 and has held it in 25 quarters since.
  • Harbor Investment Advisory's Iron Mountain position peaked at $87K in Q1 2020.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.