High Net Worth Advisory Group’s Iron Mountain IRM Stock Holding History

High Net Worth Advisory 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 Q2	$593K	Hold	4,692	–	–	0.13%	135
2026 Q1	$479K	Hold	4,692	–	–	0.11%	149
2025 Q4	$389K	Hold	4,692	–	–	0.09%	164
2025 Q3	$478K	Hold	4,692	–	–	0.12%	140
2025 Q2	$481K	Hold	4,692	–	–	0.13%	134
2025 Q1	$404K	Hold	4,692	–	–	0.11%	141
2024 Q4	$493K	Hold	4,692	–	–	0.14%	126
2024 Q3	$558K	Hold	4,692	–	–	0.15%	121
2024 Q2	$420K	Hold	4,692	–	–	0.13%	130
2024 Q1	$376K	Hold	4,692	–	–	0.12%	138
2023 Q4	$328K	Hold	4,692	–	–	0.12%	136
2023 Q3	$279K	Hold	4,692	–	–	0.11%	144
2023 Q2	$267K	Hold	4,692	–	–	0.1%	156
2023 Q1	$248K	Hold	4,692	–	–	0.1%	160
2022 Q4	$234K	Sell	4,692 -1,209	-20%	-$61K	0.09%	168
2022 Q3	$259K	Hold	5,901	–	–	0.11%	153
2022 Q2	$287K	Hold	5,901	–	–	0.12%	146
2022 Q1	$327K	Hold	5,901	–	–	0.12%	139
2021 Q4	$309K	Buy	+5,901	New	+$279K	0.11%	157

Other funds holding IRM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

High Net Worth Advisory Group's IRM Position: Q2 2026 in Review

High Net Worth Advisory Group held its Iron Mountain (IRM) position steady in Q2 2026 at 4,692 shares worth $593K. The position accounts for 0.13% of the portfolio, ranked #135.

High Net Worth Advisory Group first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

High Net Worth Advisory Group held 4,692 shares of Iron Mountain worth $593K as of Q2 2026.
High Net Worth Advisory Group left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.13% of High Net Worth Advisory Group's portfolio in Q2 2026, its #135 holding.
High Net Worth Advisory Group first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.