IMA Advisory Services’s Iron Mountain IRM Stock Holding History

IMA Advisory Services’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	$287K	Sell	2,787 -185	-6%	-$18.4K	0.03%	164
2025 Q4	$249K	Buy	2,972 +17	+0.6%	+$1.59K	0.02%	167
2025 Q3	$304K	Sell	2,955 -2	-0.1%	-$193	0.03%	155
2025 Q2	$306K	Buy	2,957 +3	+0.1%	+$283	0.03%	155
2025 Q1	$256K	Hold	2,954	–	–	0.03%	162
2024 Q4	$313K	Hold	2,954	–	–	0.04%	157
2024 Q3	$353K	Hold	2,954	–	–	0.08%	125
2024 Q2	$265K	Hold	2,954	–	–	0.12%	71
2024 Q1	$237K	Hold	2,954	–	–	0.11%	71
2023 Q4	$207K	Buy	+2,954	New	+$185K	0.1%	67

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IMA Advisory Services's IRM Position: Q1 2026 in Review

IMA Advisory Services reduced its Iron Mountain (IRM) stake by 6.2% in Q1 2026, selling an estimated $18.4K and leaving 2,787 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #164.

IMA Advisory Services first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $353K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

IMA Advisory Services held 2,787 shares of Iron Mountain worth $287K as of Q1 2026.
IMA Advisory Services sold 185 Iron Mountain shares in Q1 2026, an estimated $18.4K.
Iron Mountain made up 0.03% of IMA Advisory Services's portfolio in Q1 2026, its #164 holding.
IMA Advisory Services first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
IMA Advisory Services's Iron Mountain position peaked at $353K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.