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MeadowBrook Investment Advisors’s Iron Mountain IRM Stock Holding History

MeadowBrook Investment 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 		$54.1K Buy
+428
New +$52.5K 0.04% 191
2025
Q3 		– Sell
-320
Closed -$32.8K – 204
2025
Q2 		$32.8K Sell
320
-70
-18% -$6.6K 0.03% 209
2025
Q1 		$33.6K Hold
390
– – 0.03% 197
2024
Q4 		$41K Hold
390
– – 0.04% 192
2024
Q3 		$46.3K Sell
390
-195
-33% -$20.9K 0.04% 175
2024
Q2 		$52.4K Sell
585
-1,570
-73% -$127K 0.05% 167
2024
Q1 		$173K Sell
2,155
-130
-6% -$9.41K 0.16% 116
2023
Q4 		$160K Buy
+2,285
New +$143K 0.15% 116

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

MeadowBrook Investment Advisors's IRM Position: Q2 2026 in Review

MeadowBrook Investment Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 428 shares worth $54.1K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings. This is a return to the name: MeadowBrook Investment Advisors previously reported a position in IRM as recently as Q2 2025.

MeadowBrook Investment Advisors first reported a position in IRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $173K in Q1 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • MeadowBrook Investment Advisors held 428 shares of Iron Mountain worth $54.1K as of Q2 2026.
  • Iron Mountain was a new MeadowBrook Investment Advisors position in Q2 2026.
  • Iron Mountain made up 0.04% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #191 holding.
  • MeadowBrook Investment Advisors first reported a position in Iron Mountain in Q4 2023 and has held it in 8 quarters since.
  • MeadowBrook Investment Advisors's Iron Mountain position peaked at $173K in Q1 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.