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RFG Advisory’s Iron Mountain IRM Stock Holding History

RFG Advisory’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 		$2.14M Sell
16,910
-88
-0.5% -$10.8K 0.03% 354
2026
Q1 		$1.74M Sell
16,998
-1,533
-8% -$153K 0.03% 368
2025
Q4 		$1.54M Sell
18,531
-230
-1% -$21.5K 0.03% 409
2025
Q3 		$1.91M Sell
18,761
-1,087
-5% -$105K 0.04% 329
2025
Q2 		$2.04M Buy
19,848
+1,665
+9% +$157K 0.05% 297
2025
Q1 		$1.56M Buy
18,183
+4,005
+28% +$386K 0.04% 316
2024
Q4 		$1.49M Sell
14,178
-553
-4% -$65K 0.04% 304
2024
Q3 		$1.75M Buy
14,731
+220
+2% +$23.5K 0.05% 273
2024
Q2 		$1.3M Sell
14,511
-415
-3% -$33.6K 0.04% 307
2024
Q1 		$1.2M Sell
14,926
-1,141
-7% -$82.6K 0.04% 315
2023
Q4 		$1.12M Sell
16,067
-717
-4% -$45K 0.04% 304
2023
Q3 		$998K Sell
16,784
-3,813
-19% -$233K 0.04% 288
2023
Q2 		$1.17M Sell
20,597
-4,181
-17% -$229K 0.05% 260
2023
Q1 		$1.31M Sell
24,778
-651
-3% -$34.1K 0.06% 227
2022
Q4 		$1.41M Sell
25,429
-1,854
-7% -$93.6K 0.07% 211
2022
Q3 		$1.38M Sell
27,283
-585
-2% -$29.5K 0.08% 200
2022
Q2 		$1.46M Buy
27,868
+753
+3% +$39.6K 0.08% 180
2022
Q1 		$1.5M Sell
27,115
-756
-3% -$36K 0.1% 146
2021
Q4 		$1.46M Sell
27,871
-971
-3% -$45.9K 0.1% 145
2021
Q3 		$1.25M Sell
28,842
-4,074
-12% -$183K 0.1% 145
2021
Q2 		$1.39M Sell
32,916
-3,642
-10% -$153K 0.12% 130
2021
Q1 		$1.35M Sell
36,558
-17,157
-32% -$574K 0.15% 115
2020
Q4 		$1.53M Buy
53,715
+789
+1% +$21.9K 0.2% 95
2020
Q3 		$1.42M Buy
52,926
+22,740
+75% +$647K 0.2% 98
2020
Q2 		$788K Sell
30,186
-1,380
-4% -$34.8K 0.12% 155
2020
Q1 		$751K Buy
31,566
+5,684
+22% +$172K 0.14% 140
2019
Q4 		$825K Buy
25,882
+1,701
+7% +$55.8K 0.14% 138
2019
Q3 		$783K Buy
+24,181
New +$760K 0.16% 113

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

RFG Advisory's IRM Position: Q2 2026 in Review

RFG Advisory reduced its Iron Mountain (IRM) stake by 0.52% in Q2 2026, selling an estimated $10.8K and leaving 16,910 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #354.

RFG Advisory first reported a position in IRM in Q3 2019 and has held it in 28 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • RFG Advisory held 16,910 shares of Iron Mountain worth $2.14M as of Q2 2026.
  • RFG Advisory sold 88 Iron Mountain shares in Q2 2026, an estimated $10.8K.
  • Iron Mountain made up 0.03% of RFG Advisory's portfolio in Q2 2026, its #354 holding.
  • RFG Advisory first reported a position in Iron Mountain in Q3 2019 and has held it in 28 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.