Level Four Advisory Services’s Iron Mountain IRM Stock Holding History

Level Four 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	$1.13M	Buy	11,094 +51	+0.5%	+$5.07K	0.04%	400
2025 Q4	$916K	Buy	11,043 +713	+7%	+$66.7K	0.03%	429
2025 Q3	$1.05M	Sell	10,330 -35	-0.3%	-$3.37K	0.04%	401
2025 Q2	$1.06M	Buy	10,365 +47	+0.5%	+$4.43K	0.04%	371
2025 Q1	$888K	Sell	10,318 -21	-0.2%	-$2.02K	0.04%	371
2024 Q4	$1.09M	Buy	10,339 +142	+1%	+$16.7K	0.04%	325
2024 Q3	$1.26M	Sell	10,197 -522	-5%	-$55.8K	0.05%	301
2024 Q2	$961K	Sell	10,719 -3,777	-26%	-$306K	0.04%	341
2024 Q1	$1.01M	Hold	14,496	–	–	0.06%	298
2023 Q4	$1.01M	Buy	14,496 +1,135	+8%	+$71.2K	0.06%	295
2023 Q3	$794K	Sell	13,361 -1,395	-9%	-$85.2K	0.05%	332
2023 Q2	$838K	Sell	14,756 -2,686	-15%	-$147K	0.05%	327
2023 Q1	$923K	Buy	17,442 +2,627	+18%	+$138K	0.06%	295
2022 Q4	$739K	Buy	+14,815	New	+$748K	0.05%	311
2021 Q3	–	Sell	-5,537	Closed	-$234K	–	555
2021 Q2	$234K	Buy	+5,537	New	+$232K	0.02%	594
2020 Q1	–	Sell	-6,962	Closed	-$221K	–	524
2019 Q4	$221K	Sell	6,962 -541	-7%	-$17.7K	0.01%	521
2019 Q3	$243K	Buy	7,503 +465	+7%	+$14.6K	0.03%	435
2019 Q2	$219K	Buy	7,038 +231	+3%	+$7.57K	0.02%	482
2019 Q1	$242K	Buy	+6,807	New	+$240K	0.03%	451

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

Level Four Advisory Services's IRM Position: Q1 2026 in Review

Level Four Advisory Services increased its Iron Mountain (IRM) stake by 0.46% in Q1 2026, buying an estimated $5.07K and bringing the position to 11,094 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #400.

Level Four Advisory Services first reported a position in IRM in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.26M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Level Four Advisory Services held 11,094 shares of Iron Mountain worth $1.13M as of Q1 2026.
Level Four Advisory Services bought 51 Iron Mountain shares in Q1 2026, an estimated $5.07K.
Iron Mountain made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #400 holding.
Level Four Advisory Services first reported a position in Iron Mountain in Q1 2019 and has held it in 19 quarters since.
Level Four Advisory Services's Iron Mountain position peaked at $1.26M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.