HBK Sorce Advisory’s Iron Mountain IRM Stock Holding History

HBK Sorce 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	$289K	Sell	2,271 -5	-0.2%	-$613	0.01%	516
2026 Q1	$293K	Buy	+2,276	New	+$226K	0.01%	499
2025 Q4	–	Sell	-2,233	Closed	-$236K	–	652
2025 Q3	$236K	Sell	2,233 -186	-8%	-$17.9K	0.01%	530
2025 Q2	$248K	Buy	+2,419	New	+$228K	0.01%	498
2025 Q1	–	Sell	-2,130	Closed	-$224K	–	611
2024 Q4	$224K	Buy	2,130 +39	+2%	+$4.58K	0.01%	519
2024 Q3	$248K	Buy	+2,091	New	+$224K	0.01%	491
2024 Q2	–	Sell	-2,702	Closed	-$217K	–	591
2024 Q1	$217K	Buy	+2,702	New	+$196K	0.01%	536

Other funds holding IRM

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

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

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

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 Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

HBK Sorce Advisory's IRM Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Iron Mountain (IRM) stake by 0.22% in Q2 2026, selling an estimated $613 and leaving 2,271 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #516.

HBK Sorce Advisory first reported a position in IRM in Q1 2024 and has held it in 7 quarters since. The position peaked at $293K in Q1 2026. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

HBK Sorce Advisory held 2,271 shares of Iron Mountain worth $289K as of Q2 2026.
HBK Sorce Advisory sold 5 Iron Mountain shares in Q2 2026, an estimated $613.
Iron Mountain made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #516 holding.
HBK Sorce Advisory first reported a position in Iron Mountain in Q1 2024 and has held it in 7 quarters since.
HBK Sorce Advisory's Iron Mountain position peaked at $293K in Q1 2026.
653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.