SAI
IRM icon

Savvy Advisors Inc’s Iron Mountain IRM Stock Holding History

Savvy Advisors Inc’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 		$365K Buy
2,891
+89
+3% +$10.9K 0.01% 899
2026
Q1 		$286K Buy
2,802
+59
+2% +$5.87K 0.01% 894
2025
Q4 		$228K Sell
2,743
-18
-0.7% -$1.69K 0.01% 895
2025
Q3 		$281K Buy
2,761
+60
+2% +$5.78K 0.01% 643
2025
Q2 		$277K Buy
2,701
+33
+1% +$3.11K 0.02% 513
2025
Q1 		$230K Buy
2,668
+141
+6% +$13.6K 0.02% 453
2024
Q4 		$266K Buy
2,527
+766
+43% +$90K 0.03% 364
2024
Q3 		$209K Buy
+1,761
New +$188K 0.04% 331

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

Savvy Advisors Inc's IRM Position: Q2 2026 in Review

Savvy Advisors Inc increased its Iron Mountain (IRM) stake by 3.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,891 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #899.

Savvy Advisors Inc first reported a position in IRM in Q3 2024 and has held it in 8 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Savvy Advisors Inc held 2,891 shares of Iron Mountain worth $365K as of Q2 2026.
  • Savvy Advisors Inc bought 89 Iron Mountain shares in Q2 2026, an estimated $10.9K.
  • Iron Mountain made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #899 holding.
  • Savvy Advisors Inc first reported a position in Iron Mountain in Q3 2024 and has held it in 8 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.