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NIA Impact Advisors’s Iron Mountain IRM Stock Holding History

NIA Impact 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 		$6.27M Sell
49,661
-211
-0.4% -$25.9K 2.6% 11
2026
Q1 		$5.09M Sell
49,872
-2,102
-4% -$209K 2.26% 14
2025
Q4 		$4.31M Sell
51,974
-1,193
-2% -$112K 1.45% 28
2025
Q3 		$5.42M Buy
53,167
+665
+1% +$64.1K 1.76% 20
2025
Q2 		$5.39M Sell
52,502
-11,574
-18% -$1.09M 1.86% 18
2025
Q1 		$5.51M Sell
64,076
-5,157
-7% -$497K 2.05% 17
2024
Q4 		$7.28M Sell
69,233
-492
-0.7% -$57.8K 2.37% 11
2024
Q3 		$8.29M Sell
69,725
-2,372
-3% -$254K 2.75% 7
2024
Q2 		$6.46M Sell
72,097
-4,386
-6% -$355K 2.32% 14
2024
Q1 		$6.13M Buy
+76,483
New +$5.54M 2.45% 14
2023
Q2 		$4.78M Buy
78,427
+1,165
+2% +$63.8K 2.72% 15
2023
Q1 		$4.09M Buy
77,262
+8,744
+13% +$458K 2.21% 22
2022
Q4 		$3.42M Buy
+68,518
New +$3.46M 1.98% 27

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

NIA Impact Advisors's IRM Position: Q2 2026 in Review

NIA Impact Advisors reduced its Iron Mountain (IRM) stake by 0.42% in Q2 2026, selling an estimated $25.9K and leaving 49,661 shares worth $6.27M. The position accounts for 2.6% of the portfolio, ranked #11.

NIA Impact Advisors first reported a position in IRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.29M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • NIA Impact Advisors held 49,661 shares of Iron Mountain worth $6.27M as of Q2 2026.
  • NIA Impact Advisors sold 211 Iron Mountain shares in Q2 2026, an estimated $25.9K.
  • Iron Mountain made up 2.6% of NIA Impact Advisors's portfolio in Q2 2026, its #11 holding.
  • NIA Impact Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 13 quarters since.
  • NIA Impact Advisors's Iron Mountain position peaked at $8.29M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.