Mutual Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.2M | Buy |
129,055
+6,222
| +5% | +$619K | 0.28% | 60 |
|
|
2025
Q4 | $10.2M | Buy |
122,833
+197
| +0.2% | +$18.4K | 0.22% | 87 |
|
|
2025
Q3 | $12.7M | Sell |
122,636
-9,820
| -7% | -$946K | 0.28% | 61 |
|
|
2025
Q2 | $13.2M | Buy |
132,456
+2,013
| +2% | +$190K | 0.33% | 51 |
|
|
2025
Q1 | $11.4M | Buy |
130,443
+9,598
| +8% | +$925K | 0.33% | 53 |
|
|
2024
Q4 | $13.3M | Sell |
120,845
-2,978
| -2% | -$350K | 0.39% | 40 |
|
|
2024
Q3 | $15.6M | Buy |
123,823
+1,829
| +1% | +$196K | 0.46% | 27 |
|
|
2024
Q2 | $12.1M | Sell |
121,994
-5,683
| -4% | -$460K | 0.37% | 42 |
|
|
2024
Q1 | $10.2M | Sell |
127,677
-2,220
| -2% | -$161K | 0.33% | 47 |
|
|
2023
Q4 | $9.09M | Sell |
129,897
-8,208
| -6% | -$515K | 0.32% | 54 |
|
|
2023
Q3 | $8.21M | Sell |
138,105
-7,258
| -5% | -$444K | 0.32% | 56 |
|
|
2023
Q2 | $8.26M | Sell |
145,363
-20,110
| -12% | -$1.1M | 0.31% | 59 |
|
|
2023
Q1 | $8.76M | Sell |
165,473
-1,420
| -0.9% | -$74.4K | 0.36% | 46 |
|
|
2022
Q4 | $8.32M | Sell |
166,893
-624
| -0.4% | -$31.5K | 0.37% | 47 |
|
|
2022
Q3 | $7.37M | Sell |
167,517
-1,991
| -1% | -$101K | 0.38% | 47 |
|
|
2022
Q2 | $8.25M | Buy |
169,508
+1,954
| +1% | +$103K | 0.55% | 30 |
|
|
2022
Q1 | $9.28M | Sell |
167,554
-1,707
| -1% | -$81.3K | 0.52% | 28 |
|
|
2021
Q4 | $8.86M | Buy |
169,261
+5,330
| +3% | +$252K | 0.47% | 37 |
|
|
2021
Q3 | $7.12M | Buy |
163,931
+1,672
| +1% | +$75.3K | 0.42% | 43 |
|
|
2021
Q2 | $6.87M | Buy |
162,259
+10,313
| +7% | +$433K | 0.41% | 50 |
|
|
2021
Q1 | $5.62M | Buy |
151,946
+34,821
| +30% | +$1.16M | 0.38% | 57 |
|
|
2020
Q4 | $3.45M | Buy |
117,125
+33,602
| +40% | +$932K | 0.26% | 85 |
|
|
2020
Q3 | $2.24M | Buy |
83,523
+23,044
| +38% | +$656K | 0.19% | 124 |
|
|
2020
Q2 | $1.58M | Buy |
60,479
+21,274
| +54% | +$537K | 0.16% | 155 |
|
|
2020
Q1 | $933K | Sell |
39,205
-378
| -1% | -$11.4K | 0.13% | 184 |
|
|
2019
Q4 | $1.26M | Buy |
39,583
+16,160
| +69% | +$530K | 0.13% | 183 |
|
|
2019
Q3 | $759K | Buy |
23,423
+4,915
| +27% | +$154K | 0.1% | 241 |
|
|
2019
Q2 | $579K | Buy |
18,508
+5,509
| +42% | +$181K | 0.08% | 301 |
|
|
2019
Q1 | $461K | Buy |
12,999
+4,216
| +48% | +$149K | 0.07% | 289 |
|
|
2018
Q4 | $285K | Buy |
8,783
+900
| +11% | +$29.5K | 0.06% | 340 |
|
|
2018
Q3 | $272K | Hold |
7,883
| – | – | 0.04% | 388 |
|
|
2018
Q2 | $276K | Hold |
7,883
| – | – | 0.06% | 341 |
|
|
2018
Q1 | $259K | Buy |
7,883
+330
| +4% | +$11.1K | 0.07% | 339 |
|
|
2017
Q4 | $285K | Buy |
+7,553
| New | +$300K | 0.11% | 222 |
|
Other funds holding IRM
VPM
VCM
Mutual Advisors's IRM Position: Q1 2026 in Review
Mutual Advisors increased its Iron Mountain (IRM) stake by 5.1% in Q1 2026, buying an estimated $619K and bringing the position to 129,055 shares worth $13.2M. The position accounts for 0.28% of the portfolio, ranked #60.
Mutual Advisors first reported a position in IRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.6M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Mutual Advisors held 129,055 shares of Iron Mountain worth $13.2M as of Q1 2026.
- Mutual Advisors bought 6,222 Iron Mountain shares in Q1 2026, an estimated $619K.
- Iron Mountain made up 0.28% of Mutual Advisors's portfolio in Q1 2026, its #60 holding.
- Mutual Advisors first reported a position in Iron Mountain in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Iron Mountain position peaked at $15.6M in Q3 2024.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.