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Sequoia Financial Advisors’s Iron Mountain IRM Stock Holding History

Sequoia Financial 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 		$1.57M Buy
12,408
+1,944
+19% +$238K 0.01% 736
2026
Q1 		$1.07M Buy
10,464
+1,191
+13% +$118K 0.01% 862
2025
Q4 		$769K Sell
9,273
-841
-8% -$78.7K ﹤0.01% 1028
2025
Q3 		$1.03M Sell
10,114
-554
-5% -$53.4K 0.01% 762
2025
Q2 		$1.09M Buy
10,668
+1,795
+20% +$169K 0.01% 654
2025
Q1 		$763K Buy
8,873
+580
+7% +$55.9K 0.01% 716
2024
Q4 		$872K Buy
8,293
+647
+8% +$76K 0.01% 622
2024
Q3 		$909K Sell
7,646
-289
-4% -$30.9K 0.01% 573
2024
Q2 		$711K Buy
7,935
+862
+12% +$69.8K 0.01% 576
2024
Q1 		$567K Sell
7,073
-3,168
-31% -$229K 0.01% 644
2023
Q4 		$717K Buy
+10,241
New +$642K 0.01% 631

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

Sequoia Financial Advisors's IRM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Iron Mountain (IRM) stake by 19% in Q2 2026, buying an estimated $238K and bringing the position to 12,408 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #736.

Sequoia Financial Advisors 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.

  • Sequoia Financial Advisors held 12,408 shares of Iron Mountain worth $1.57M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,944 Iron Mountain shares in Q2 2026, an estimated $238K.
  • Iron Mountain made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #736 holding.
  • Sequoia Financial Advisors 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.