Investor's Fiduciary Advisor Network’s Iron Mountain IRM Stock Holding History

Investor's Fiduciary Advisor 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	$2.06M	Sell	16,270 -4,357	-21%	-$534K	0.7%	42
2026 Q1	$2.11M	Sell	20,627 -2,096	-9%	-$209K	0.65%	37
2025 Q4	$1.88M	Sell	22,723 -1,662	-7%	-$156K	0.4%	58
2025 Q3	$2.48M	Sell	24,385 -5,643	-19%	-$544K	0.84%	25
2025 Q2	$3.08M	Sell	30,028 -921	-3%	-$86.8K	1.14%	16
2025 Q1	$2.66M	Sell	30,949 -3,726	-11%	-$359K	1.26%	18
2024 Q4	$3.64M	Buy	+34,675	New	+$4.07M	1.4%	14

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

Investor's Fiduciary Advisor Network's IRM Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Iron Mountain (IRM) stake by 21% in Q2 2026, selling an estimated $534K and leaving 16,270 shares worth $2.06M. The position accounts for 0.7% of the portfolio, ranked #42.

Investor's Fiduciary Advisor Network first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q4 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Investor's Fiduciary Advisor Network held 16,270 shares of Iron Mountain worth $2.06M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 4,357 Iron Mountain shares in Q2 2026, an estimated $534K.
Iron Mountain made up 0.7% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #42 holding.
Investor's Fiduciary Advisor Network first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Iron Mountain position peaked at $3.64M in Q4 2024.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.