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IRM icon

NewEdge Advisors’s Iron Mountain IRM Stock Holding History

NewEdge 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 		$7.11M Buy
56,273
+14,455
+35% +$1.77M 0.02% 624
2026
Q1 		$4.27M Buy
41,818
+16,692
+66% +$1.66M 0.02% 761
2025
Q4 		$2.08M Sell
25,126
-2,946
-10% -$276K 0.01% 1054
2025
Q3 		$2.86M Sell
28,072
-4,574
-14% -$441K 0.01% 839
2025
Q2 		$3.35M Buy
32,646
+5,250
+19% +$495K 0.02% 724
2025
Q1 		$2.36M Sell
27,396
-2,582
-9% -$249K 0.01% 789
2024
Q4 		$3.15M Sell
29,978
-9,386
-24% -$1.1M 0.02% 654
2024
Q3 		$4.68M Sell
39,364
-4,676
-11% -$500K 0.03% 500
2024
Q2 		$3.95M Buy
44,040
+14,625
+50% +$1.18M 0.03% 519
2024
Q1 		$2.36M Buy
29,415
+3,590
+14% +$260K 0.02% 634
2023
Q4 		$1.77M Sell
25,825
-49
-0.2% -$3.07K 0.02% 712
2023
Q3 		$1.54M Sell
25,874
-571
-2% -$34.9K 0.02% 682
2023
Q2 		$1.5M Buy
26,445
+11,328
+75% +$620K 0.02% 694
2023
Q1 		$800K Sell
15,117
-15,166
-50% -$795K 0.01% 891
2022
Q4 		$1.18M Buy
30,283
+7,481
+33% +$378K 0.03% 465
2022
Q3 		$1M Sell
22,802
-3,004
-12% -$152K 0.02% 643
2022
Q2 		$1.26M Buy
25,806
+1,385
+6% +$72.9K 0.02% 588
2022
Q1 		$1.35M Sell
24,421
-19,366
-44% -$922K 0.02% 542
2021
Q4 		$2.29M Buy
43,787
+14,361
+49% +$679K 0.03% 407
2021
Q3 		$1.28M Buy
29,426
+14,154
+93% +$637K 0.03% 441
2021
Q2 		$646K Buy
+15,272
New +$640K 0.02% 659
2017
Q3 		– Sell
-800
Closed -$26.8K – 726
2017
Q2 		$26.8K Buy
+800
New +$28K ﹤0.01% 655

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

NewEdge Advisors's IRM Position: Q2 2026 in Review

NewEdge Advisors increased its Iron Mountain (IRM) stake by 35% in Q2 2026, buying an estimated $1.77M and bringing the position to 56,273 shares worth $7.11M. The position accounts for 0.02% of the portfolio, ranked #624.

NewEdge Advisors first reported a position in IRM in Q2 2017 and has held it in 22 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • NewEdge Advisors held 56,273 shares of Iron Mountain worth $7.11M as of Q2 2026.
  • NewEdge Advisors bought 14,455 Iron Mountain shares in Q2 2026, an estimated $1.77M.
  • Iron Mountain made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #624 holding.
  • NewEdge Advisors first reported a position in Iron Mountain in Q2 2017 and has held it in 22 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.