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Perennial Investment Advisors’s Iron Mountain IRM Stock Holding History

Perennial Investment 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 		$404K Buy
3,198
+30
+0.9% +$3.68K 0.03% 366
2026
Q1 		$324K Buy
3,168
+180
+6% +$17.9K 0.03% 375
2025
Q4 		$248K Buy
2,988
+93
+3% +$8.7K 0.02% 421
2025
Q3 		$295K Buy
2,895
+30
+1% +$2.89K 0.02% 368
2025
Q2 		$294K Buy
2,865
+29
+1% +$2.73K 0.03% 351
2025
Q1 		$244K Buy
2,836
+291
+11% +$28K 0.03% 364
2024
Q4 		$268K Sell
2,545
-4
-0.2% -$470 0.03% 326
2024
Q3 		$303K Buy
2,549
+9
+0.4% +$963 0.04% 285
2024
Q2 		$228K Buy
2,540
+12
+0.5% +$971 0.03% 326
2024
Q1 		$203K Buy
+2,528
New +$183K 0.03% 321

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's IRM Position: Q2 2026 in Review

Perennial Investment Advisors increased its Iron Mountain (IRM) stake by 0.95% in Q2 2026, buying an estimated $3.68K and bringing the position to 3,198 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #366.

Perennial Investment Advisors first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,175 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Perennial Investment Advisors held 3,198 shares of Iron Mountain worth $404K as of Q2 2026.
  • Perennial Investment Advisors bought 30 Iron Mountain shares in Q2 2026, an estimated $3.68K.
  • Iron Mountain made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #366 holding.
  • Perennial Investment Advisors first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,175 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.