IMA Advisory Services’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$357K Buy
2,804
+17
+0.6% +$2.08K 0.02% 271
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

IMA Advisory Services's IRM Position: Q2 2026 in Review

IMA Advisory Services increased its Iron Mountain (IRM) stake by 0.61% in Q2 2026, buying an estimated $2.08K and bringing the position to 2,804 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #271.

IMA Advisory Services first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • IMA Advisory Services held 2,804 shares of Iron Mountain worth $357K as of Q2 2026.
  • IMA Advisory Services bought 17 Iron Mountain shares in Q2 2026, an estimated $2.08K.
  • Iron Mountain made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #271 holding.
  • IMA Advisory Services first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.