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NBC Securities’s Iron Mountain IRM Stock Holding History

NBC Securities’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 		$3.17M Sell
25,089
-337
-1% -$41.3K 0.21% 110
2026
Q1 		$2.6M Buy
25,426
+21,800
+601% +$2.17M 0.19% 124
2025
Q4 		$301K Sell
3,626
-893
-20% -$83.6K 0.02% 680
2025
Q3 		$461K Sell
4,519
-15
-0.3% -$1.45K 0.04% 535
2025
Q2 		$465K Sell
4,534
-893
-16% -$84.2K 0.04% 520
2025
Q1 		$466K Buy
5,427
+5,422
+108,440% +$522K 0.04% 478
2024
Q4 		$544 Sell
5
-5,108
-100% -$600K 0.05% 419
2024
Q3 		$607K Sell
5,113
-280
-5% -$29.9K 0.05% 401
2024
Q2 		$483K Sell
5,393
-34
-0.6% -$2.75K 0.04% 450
2024
Q1 		$435K Sell
5,427
-105
-2% -$7.6K 0.04% 480
2023
Q4 		$387K Sell
5,532
-102
-2% -$6.4K 0.04% 493
2023
Q3 		$334K Buy
+5,634
New +$344K 0.04% 513

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

NBC Securities's IRM Position: Q2 2026 in Review

NBC Securities reduced its Iron Mountain (IRM) stake by 1.3% in Q2 2026, selling an estimated $41.3K and leaving 25,089 shares worth $3.17M. The position accounts for 0.21% of the portfolio, ranked #110.

NBC Securities first reported a position in IRM in Q3 2023 and has held it in 12 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • NBC Securities held 25,089 shares of Iron Mountain worth $3.17M as of Q2 2026.
  • NBC Securities sold 337 Iron Mountain shares in Q2 2026, an estimated $41.3K.
  • Iron Mountain made up 0.21% of NBC Securities's portfolio in Q2 2026, its #110 holding.
  • NBC Securities first reported a position in Iron Mountain in Q3 2023 and has held it in 12 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.