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Meeder Advisory Services’s Iron Mountain IRM Stock Holding History

Meeder 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 		$453K Sell
3,590
-151
-4% -$18.5K 0.02% 448
2026
Q1 		$382K Buy
3,741
+107
+3% +$10.6K 0.02% 458
2025
Q4 		$301K Sell
3,634
-479
-12% -$44.8K 0.01% 525
2025
Q3 		$419K Buy
4,113
+403
+11% +$38.8K 0.02% 420
2025
Q2 		$381K Buy
3,710
+481
+15% +$45.3K 0.02% 434
2025
Q1 		$278K Buy
3,229
+187
+6% +$18K 0.02% 474
2024
Q4 		$320K Sell
3,042
-105
-3% -$12.3K 0.02% 436
2024
Q3 		$374K Sell
3,147
-148
-4% -$15.8K 0.02% 398
2024
Q2 		$295K Buy
3,295
+615
+23% +$49.8K 0.02% 409
2024
Q1 		$215K Buy
+2,680
New +$194K 0.02% 417

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's IRM Position: Q2 2026 in Review

Meeder Advisory Services reduced its Iron Mountain (IRM) stake by 4% in Q2 2026, selling an estimated $18.5K and leaving 3,590 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #448.

Meeder Advisory Services first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Meeder Advisory Services held 3,590 shares of Iron Mountain worth $453K as of Q2 2026.
  • Meeder Advisory Services sold 151 Iron Mountain shares in Q2 2026, an estimated $18.5K.
  • Iron Mountain made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #448 holding.
  • Meeder Advisory Services first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.