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Mayflower Financial Advisors’s Iron Mountain IRM Stock Holding History

Mayflower Financial 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
Q2 		$384K Buy
3,037
+722
+31% +$88.5K 0.03% 330
2026
Q1 		$236K Buy
+2,315
New +$230K 0.03% 403
2025
Q4 		– Sell
-2,287
Closed -$233K – 428
2025
Q3 		$233K Sell
2,287
-3
-0.1% -$289 0.03% 375
2025
Q2 		$235K Buy
+2,290
New +$216K 0.03% 367
2025
Q1 		– Sell
-2,306
Closed -$242K – 392
2024
Q4 		$242K Buy
2,306
+50
+2% +$5.88K 0.04% 340
2024
Q3 		$268K Buy
2,256
+22
+1% +$2.35K 0.04% 310
2024
Q2 		$200K Buy
+2,234
New +$181K 0.03% 344

Other funds holding IRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mayflower Financial Advisors's IRM Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Iron Mountain (IRM) stake by 31% in Q2 2026, buying an estimated $88.5K and bringing the position to 3,037 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #330.

Mayflower Financial Advisors first reported a position in IRM in Q2 2024 and has held it in 7 quarters since. 590 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Mayflower Financial Advisors held 3,037 shares of Iron Mountain worth $384K as of Q2 2026.
  • Mayflower Financial Advisors bought 722 Iron Mountain shares in Q2 2026, an estimated $88.5K.
  • Iron Mountain made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #330 holding.
  • Mayflower Financial Advisors first reported a position in Iron Mountain in Q2 2024 and has held it in 7 quarters since.
  • 590 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.