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Kozak & Associates’s Iron Mountain IRM Stock Holding History

Kozak & Associates’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 		$122K Hold
1,000
– – 0.02% 96
2026
Q1 		$112K Hold
1,000
– – 0.02% 102
2025
Q4 		$89.2K Hold
1,000
– – 0.02% 109
2025
Q3 		$88.7K Hold
1,000
– – 0.02% 117
2025
Q2 		$99.3K Buy
+1,000
New +$94.3K 0.02% 110
2024
Q4 		– Sell
-1
Closed -$88 – 460
2024
Q3 		$88 Sell
1
-164
-99% -$17.5K ﹤0.01% 377
2024
Q2 		$15.1K Hold
165
– – ﹤0.01% 191
2024
Q1 		$13.5K Buy
165
+2
+1% +$145 ﹤0.01% 212
2023
Q4 		$10.8K Buy
163
+1
+0.6% +$63 ﹤0.01% 229
2023
Q3 		$9.39K Buy
162
+4
+3% +$244 ﹤0.01% 238
2023
Q2 		$9.06K Buy
158
+2
+1% +$109 ﹤0.01% 241
2023
Q1 		$8.27K Buy
156
+2
+1% +$105 ﹤0.01% 243
2022
Q4 		$8K Hold
154
– – ﹤0.01% 243
2022
Q3 		$7K Buy
154
+4
+3% +$202 ﹤0.01% 244
2022
Q2 		$7K Buy
150
+1
+0.7% +$53 ﹤0.01% 264
2022
Q1 		$8K Hold
149
– – 0.01% 282
2021
Q4 		$8K Buy
149
+2
+1% +$95 0.01% 282
2021
Q3 		$7K Buy
+147
New +$6.62K ﹤0.01% 261

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

Kozak & Associates's IRM Position: Q2 2026 in Review

Kozak & Associates held its Iron Mountain (IRM) position steady in Q2 2026 at 1,000 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #96.

Kozak & Associates first reported a position in IRM in Q3 2021 and has held it in 18 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Kozak & Associates held 1,000 shares of Iron Mountain worth $122K as of Q2 2026.
  • Kozak & Associates left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.02% of Kozak & Associates's portfolio in Q2 2026, its #96 holding.
  • Kozak & Associates first reported a position in Iron Mountain in Q3 2021 and has held it in 18 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.