HWA
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Heritage Wealth Advisors’s Iron Mountain IRM Stock Holding History

Heritage Wealth 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 		$227K Hold
2,222
– – 0.01% 195
2025
Q4 		$184K Hold
2,222
– – 0.01% 223
2025
Q3 		$227K Hold
2,222
– – 0.01% 194
2025
Q2 		$228K Hold
2,222
– – 0.01% 193
2025
Q1 		$191K Hold
2,222
– – 0.01% 202
2024
Q4 		$234K Hold
2,222
– – 0.01% 185
2024
Q3 		$264K Buy
2,222
+1,722
+344% +$184K 0.01% 189
2024
Q2 		$44.8K Hold
500
– – ﹤0.01% 314
2024
Q1 		$40.1K Hold
500
– – ﹤0.01% 347
2023
Q4 		$35K Buy
+500
New +$31.4K ﹤0.01% 367

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Advisors's IRM Position: Q1 2026 in Review

Heritage Wealth Advisors held its Iron Mountain (IRM) position steady in Q1 2026 at 2,222 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #195.

Heritage Wealth Advisors first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $264K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Heritage Wealth Advisors held 2,222 shares of Iron Mountain worth $227K as of Q1 2026.
  • Heritage Wealth Advisors left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #195 holding.
  • Heritage Wealth Advisors first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
  • Heritage Wealth Advisors's Iron Mountain position peaked at $264K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.