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Relyea Zuckerberg Hanson’s Iron Mountain IRM Stock Holding History

Relyea Zuckerberg Hanson’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 		$369K Sell
2,920
-5
-0.2% -$613 0.03% 221
2026
Q1 		$299K Buy
2,925
+34
+1% +$3.38K 0.03% 214
2025
Q4 		$240K Sell
2,891
-251
-8% -$23.5K 0.02% 237
2025
Q3 		$320K Buy
3,142
+6
+0.2% +$578 0.03% 207
2025
Q2 		$322K Buy
3,136
+208
+7% +$19.6K 0.04% 205
2025
Q1 		$252K Buy
2,928
+10
+0.3% +$964 0.03% 228
2024
Q4 		$307K Buy
2,918
+2
+0.1% +$235 0.04% 201
2024
Q3 		$347K Buy
2,916
+27
+0.9% +$2.89K 0.05% 180
2024
Q2 		$259K Sell
2,889
-236
-8% -$19.1K 0.04% 204
2024
Q1 		$251K Buy
3,125
+4
+0.1% +$290 0.04% 202
2023
Q4 		$218K Buy
+3,121
New +$196K 0.04% 202

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

Relyea Zuckerberg Hanson's IRM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Iron Mountain (IRM) stake by 0.17% in Q2 2026, selling an estimated $613 and leaving 2,920 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #221.

Relyea Zuckerberg Hanson first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Relyea Zuckerberg Hanson held 2,920 shares of Iron Mountain worth $369K as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 5 Iron Mountain shares in Q2 2026, an estimated $613.
  • Iron Mountain made up 0.03% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #221 holding.
  • Relyea Zuckerberg Hanson first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.