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Nations Financial Group’s Iron Mountain IRM Stock Holding History

Nations Financial Group’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 		$281K Buy
2,223
+8
+0.4% +$981 0.01% 665
2026
Q1 		$226K Buy
+2,215
New +$220K 0.01% 708
2025
Q4 		– Sell
-2,161
Closed -$220K – 755
2025
Q3 		$220K Buy
2,161
+4
+0.2% +$385 0.01% 658
2025
Q2 		$221K Sell
2,157
-2,857
-57% -$269K 0.02% 625
2025
Q1 		$431K Sell
5,014
-941
-16% -$90.7K 0.03% 459
2024
Q4 		$626K Sell
5,955
-245
-4% -$28.8K 0.05% 383
2024
Q3 		$737K Buy
6,200
+2,801
+82% +$300K 0.05% 343
2024
Q2 		$305K Hold
3,399
– – 0.02% 531
2024
Q1 		$273K Sell
3,399
-125
-4% -$9.05K 0.02% 546
2023
Q4 		$247K Sell
3,524
-265
-7% -$16.6K 0.02% 556
2023
Q3 		$225K Buy
3,789
+50
+1% +$3.06K 0.02% 558
2023
Q2 		$212K Buy
+3,739
New +$205K 0.02% 579
2023
Q1 		– Sell
-5,036
Closed -$251K – 625
2022
Q4 		$251K Buy
5,036
+340
+7% +$17.2K 0.03% 511
2022
Q3 		$206K Sell
4,696
-500
-10% -$25.2K 0.03% 494
2022
Q2 		$253K Buy
5,196
+500
+11% +$26.3K 0.03% 443
2022
Q1 		$260K Sell
4,696
-499
-10% -$23.8K 0.03% 445
2021
Q4 		$272K Hold
5,195
– – 0.04% 405
2021
Q3 		$226K Sell
5,195
-287
-5% -$12.9K 0.03% 410
2021
Q2 		$232K Buy
+5,482
New +$230K 0.04% 370

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

Nations Financial Group's IRM Position: Q2 2026 in Review

Nations Financial Group increased its Iron Mountain (IRM) stake by 0.36% in Q2 2026, buying an estimated $981 and bringing the position to 2,223 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #665.

Nations Financial Group first reported a position in IRM in Q2 2021 and has held it in 19 quarters since. The position peaked at $737K in Q3 2024. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Nations Financial Group held 2,223 shares of Iron Mountain worth $281K as of Q2 2026.
  • Nations Financial Group bought 8 Iron Mountain shares in Q2 2026, an estimated $981.
  • Iron Mountain made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #665 holding.
  • Nations Financial Group first reported a position in Iron Mountain in Q2 2021 and has held it in 19 quarters since.
  • Nations Financial Group's Iron Mountain position peaked at $737K in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.