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Sanctuary Advisors’s Iron Mountain IRM Stock Holding History

Sanctuary 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 		$17.3M Sell
136,968
-1,155
-0.8% -$142K 0.08% 252
2026
Q1 		$14.1M Buy
138,123
+493
+0.4% +$49K 0.08% 278
2025
Q4 		$11.4M Buy
137,630
+5,244
+4% +$491K 0.06% 312
2025
Q3 		$13.5M Buy
132,386
+1,485
+1% +$143K 0.08% 263
2025
Q2 		$13.4M Buy
130,901
+4,487
+4% +$423K 0.08% 248
2025
Q1 		$10.9M Buy
126,414
+5,159
+4% +$497K 0.08% 267
2024
Q4 		$12.4M Sell
121,255
-7,779
-6% -$914K 0.08% 269
2024
Q3 		$15.4M Buy
129,034
+95,499
+285% +$10.2M 0.1% 231
2024
Q2 		$2.6M Buy
+33,535
New +$2.71M 0.02% 697

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

Sanctuary Advisors's IRM Position: Q2 2026 in Review

Sanctuary Advisors reduced its Iron Mountain (IRM) stake by 0.84% in Q2 2026, selling an estimated $142K and leaving 136,968 shares worth $17.3M. The position accounts for 0.08% of the portfolio, ranked #252.

Sanctuary Advisors first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Sanctuary Advisors held 136,968 shares of Iron Mountain worth $17.3M as of Q2 2026.
  • Sanctuary Advisors sold 1,155 Iron Mountain shares in Q2 2026, an estimated $142K.
  • Iron Mountain made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #252 holding.
  • Sanctuary Advisors first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.