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Integrated Advisors Network’s Iron Mountain IRM Stock Holding History

Integrated Advisors Network’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 		$389K Sell
3,078
-151
-5% -$18.5K 0.02% 509
2026
Q1 		$330K Sell
3,229
-3,009
-48% -$299K 0.02% 537
2025
Q4 		$517K Sell
6,238
-1,156
-16% -$108K 0.02% 461
2025
Q3 		$754K Sell
7,394
-620
-8% -$59.7K 0.03% 426
2025
Q2 		$822K Buy
8,014
+345
+4% +$32.5K 0.04% 396
2025
Q1 		$660K Sell
7,669
-499
-6% -$48.1K 0.03% 401
2024
Q4 		$858K Buy
8,168
+37
+0.5% +$4.35K 0.04% 332
2024
Q3 		$966K Sell
8,131
-29
-0.4% -$3.1K 0.05% 325
2024
Q2 		$731K Buy
8,160
+737
+10% +$59.6K 0.04% 359
2024
Q1 		$595K Sell
7,423
-536
-7% -$38.8K 0.03% 417
2023
Q4 		$557K Buy
7,959
+46
+0.6% +$2.89K 0.03% 407
2023
Q3 		$470K Buy
7,913
+258
+3% +$15.8K 0.03% 434
2023
Q2 		$435K Buy
7,655
+71
+0.9% +$3.89K 0.03% 470
2023
Q1 		$401K Sell
7,584
-19
-0.2% -$996 0.02% 483
2022
Q4 		$379K Buy
7,603
+684
+10% +$34.5K 0.02% 467
2022
Q3 		$304K Buy
6,919
+1,081
+19% +$54.6K 0.02% 504
2022
Q2 		$284K Buy
5,838
+1,070
+22% +$56.3K 0.02% 543
2022
Q1 		$264K Sell
4,768
-63,264
-93% -$3.01M 0.02% 572
2021
Q4 		$3.56M Buy
+68,032
New +$3.22M 0.21% 124

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Integrated Advisors Network's IRM Position: Q2 2026 in Review

Integrated Advisors Network reduced its Iron Mountain (IRM) stake by 4.7% in Q2 2026, selling an estimated $18.5K and leaving 3,078 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #509.

Integrated Advisors Network first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.56M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Integrated Advisors Network held 3,078 shares of Iron Mountain worth $389K as of Q2 2026.
  • Integrated Advisors Network sold 151 Iron Mountain shares in Q2 2026, an estimated $18.5K.
  • Iron Mountain made up 0.02% of Integrated Advisors Network's portfolio in Q2 2026, its #509 holding.
  • Integrated Advisors Network first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • Integrated Advisors Network's Iron Mountain position peaked at $3.56M in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.