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 Q2	$1.32M	Sell	10,437 -657	-6%	-$80.5K	0.04%	387
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 $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

Level Four Advisory Services's IRM Position: Q2 2026 in Review

Level Four Advisory Services reduced its Iron Mountain (IRM) stake by 5.9% in Q2 2026, selling an estimated $80.5K and leaving 10,437 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #387.

Level Four Advisory Services first reported a position in IRM in Q1 2019 and has held it in 20 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Level Four Advisory Services held 10,437 shares of Iron Mountain worth $1.32M as of Q2 2026.
Level Four Advisory Services sold 657 Iron Mountain shares in Q2 2026, an estimated $80.5K.
Iron Mountain made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #387 holding.
Level Four Advisory Services first reported a position in Iron Mountain in Q1 2019 and has held it in 20 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.