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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Savvy Advisors Inc's IRM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Iron Mountain (IRM) stake by 2.2% in Q1 2026, buying an estimated $5.87K and bringing the position to 2,802 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #894.

Savvy Advisors Inc first reported a position in IRM in Q3 2024 and has held it in 7 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Savvy Advisors Inc held 2,802 shares of Iron Mountain worth $286K as of Q1 2026.
  • Savvy Advisors Inc bought 59 Iron Mountain shares in Q1 2026, an estimated $5.87K.
  • Iron Mountain made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #894 holding.
  • Savvy Advisors Inc first reported a position in Iron Mountain in Q3 2024 and has held it in 7 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.