Kestra Advisory Services’s Iron Mountain IRM Stock Holding History

Kestra 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	$10.3M	Buy	101,327 +231	+0.2%	+$23K	0.04%	453
2025 Q4	$8.39M	Sell	101,096 -1,913	-2%	-$179K	0.03%	484
2025 Q3	$10.5M	Buy	103,009 +14,092	+16%	+$1.36M	0.05%	379
2025 Q2	$9.12M	Buy	88,917 +917	+1%	+$86.4K	0.04%	408
2025 Q1	$7.57M	Buy	88,000 +3,802	+5%	+$366K	0.04%	427
2024 Q4	$8.85M	Buy	84,198 +81,618	+3,163%	+$9.59M	0.05%	384
2024 Q3	$307K	Sell	2,580 -70,570	-96%	-$7.55M	﹤0.01%	2070
2024 Q2	$6.6M	Sell	73,150 -401	-0.5%	-$32.5K	0.04%	494
2024 Q1	$5.95M	Buy	+73,551	New	+$5.32M	0.04%	468

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

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

Kestra Advisory Services increased its Iron Mountain (IRM) stake by 0.23% in Q1 2026, buying an estimated $23K and bringing the position to 101,327 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #453.

Kestra Advisory Services first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q3 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Kestra Advisory Services held 101,327 shares of Iron Mountain worth $10.3M as of Q1 2026.
Kestra Advisory Services bought 231 Iron Mountain shares in Q1 2026, an estimated $23K.
Iron Mountain made up 0.04% of Kestra Advisory Services's portfolio in Q1 2026, its #453 holding.
Kestra Advisory Services first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Iron Mountain position peaked at $10.5M in Q3 2025.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.