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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NIA Impact Advisors's IRM Position: Q1 2026 in Review

NIA Impact Advisors reduced its Iron Mountain (IRM) stake by 4% in Q1 2026, selling an estimated $209K and leaving 49,872 shares worth $5.09M. The position accounts for 2.26% of the portfolio, ranked #14.

NIA Impact Advisors first reported a position in IRM in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.29M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

NIA Impact Advisors held 49,872 shares of Iron Mountain worth $5.09M as of Q1 2026.
NIA Impact Advisors sold 2,102 Iron Mountain shares in Q1 2026, an estimated $209K.
Iron Mountain made up 2.26% of NIA Impact Advisors's portfolio in Q1 2026, its #14 holding.
NIA Impact Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 12 quarters since.
NIA Impact Advisors's Iron Mountain position peaked at $8.29M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.