KA
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Kovack Advisors’s Iron Mountain IRM Stock Holding History

Kovack Advisors’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 		$319K Sell
3,141
-198
-6% -$19.7K 0.02% 736
2025
Q4 		$277K Buy
+3,339
New +$313K 0.01% 784
2025
Q1 		– Sell
-2,542
Closed -$267K – 606
2024
Q4 		$267K Sell
2,542
-13
-0.5% -$1.53K 0.03% 484
2024
Q3 		$304K Sell
2,555
-269
-10% -$28.8K 0.03% 435
2024
Q2 		$253K Buy
+2,824
New +$229K 0.03% 461
2022
Q2 		– Sell
-10,863
Closed -$601K – 679
2022
Q1 		$601K Buy
10,863
+1,457
+15% +$69.4K 0.06% 343
2021
Q4 		$492K Buy
9,406
+3,188
+51% +$151K 0.05% 388
2021
Q3 		$270K Sell
6,218
-4,222
-40% -$190K 0.03% 562
2021
Q2 		$442K Sell
10,440
-221
-2% -$9.27K 0.05% 386
2021
Q1 		$395K Sell
10,661
-1,205
-10% -$40.3K 0.05% 367
2020
Q4 		$350K Sell
11,866
-145
-1% -$4.02K 0.05% 358
2020
Q3 		$322K Buy
+12,011
New +$342K 0.06% 316
2020
Q1 		– Sell
-16,442
Closed -$524K – 512
2019
Q4 		$524K Sell
16,442
-43
-0.3% -$1.41K 0.09% 242
2019
Q3 		$534K Sell
16,485
-789
-5% -$24.8K 0.11% 213
2019
Q2 		$541K Buy
17,274
+278
+2% +$9.11K 0.12% 199
2019
Q1 		$603K Buy
16,996
+304
+2% +$10.7K 0.15% 164
2018
Q4 		$541K Buy
16,692
+95
+0.6% +$3.12K 0.16% 157
2018
Q3 		$573K Sell
16,597
-218
-1% -$7.77K 0.15% 174
2018
Q2 		$589K Buy
16,815
+2,667
+19% +$90.1K 0.16% 154
2018
Q1 		$465K Buy
+14,148
New +$477K 0.12% 205

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kovack Advisors's IRM Position: Q1 2026 in Review

Kovack Advisors reduced its Iron Mountain (IRM) stake by 5.9% in Q1 2026, selling an estimated $19.7K and leaving 3,141 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #736.

Kovack Advisors first reported a position in IRM in Q1 2018 and has held it in 20 quarters since. The position peaked at $603K in Q1 2019. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Kovack Advisors held 3,141 shares of Iron Mountain worth $319K as of Q1 2026.
  • Kovack Advisors sold 198 Iron Mountain shares in Q1 2026, an estimated $19.7K.
  • Iron Mountain made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #736 holding.
  • Kovack Advisors first reported a position in Iron Mountain in Q1 2018 and has held it in 20 quarters since.
  • Kovack Advisors's Iron Mountain position peaked at $603K in Q1 2019.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.