Snowden Capital Advisors’s Iron Mountain IRM Stock Holding History

Snowden Capital 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 Q1	$1.63M	Buy	15,834 +1,105	+8%	+$110K	0.04%	387
2025 Q4	$1.23M	Sell	14,729 -160	-1%	-$15K	0.03%	463
2025 Q3	$1.53M	Hold	14,889	–	–	0.04%	392
2025 Q2	$1.54M	Sell	14,889 -1,812	-11%	-$171K	0.05%	379
2025 Q1	$1.45M	Sell	16,701 -1,362	-8%	-$131K	0.05%	389
2024 Q4	$1.91M	Sell	18,063 -46,780	-72%	-$5.5M	0.06%	312
2024 Q3	$7.75M	Sell	64,843 -55,056	-46%	-$5.89M	0.23%	94
2024 Q2	$10.8M	Sell	119,899 -1,272	-1%	-$103K	0.32%	66
2024 Q1	$9.8M	Sell	121,171 -11,469	-9%	-$830K	0.31%	75
2023 Q4	$9.28M	Buy	132,640 +1,719	+1%	+$108K	0.35%	59
2023 Q3	$7.78M	Sell	130,921 -2,643	-2%	-$162K	0.33%	65
2023 Q2	$7.59M	Sell	133,564 -3,628	-3%	-$199K	0.27%	80
2023 Q1	$7.26M	Sell	137,192 -1,192	-0.9%	-$62.5K	0.28%	80
2022 Q4	$6.9M	Sell	138,384 -4,053	-3%	-$205K	0.29%	79
2022 Q3	$6.26M	Sell	142,437 -5,565	-4%	-$281K	0.28%	75
2022 Q2	$7.21M	Sell	148,002 -13,115	-8%	-$690K	0.32%	68
2022 Q1	$8.93M	Buy	161,117 +2,682	+2%	+$128K	0.36%	58
2021 Q4	$8.29M	Buy	158,435 +177	+0.1%	+$8.37K	0.42%	49
2021 Q3	$6.88M	Buy	158,258 +4,237	+3%	+$191K	0.34%	66
2021 Q2	$6.52M	Buy	154,021 +6,365	+4%	+$267K	0.33%	70
2021 Q1	$5.46M	Buy	147,656 +11,155	+8%	+$373K	0.31%	81
2020 Q4	$4.02M	Buy	136,501 +6,288	+5%	+$174K	0.27%	112
2020 Q3	$3.49M	Buy	130,213 +1,344	+1%	+$38.2K	0.28%	107
2020 Q2	$3.36M	Buy	128,869 +17,787	+16%	+$449K	0.29%	104
2020 Q1	$2.64M	Buy	111,082 +20,350	+22%	+$616K	0.29%	104
2019 Q4	$2.89M	Buy	90,732 +15,797	+21%	+$518K	0.26%	126
2019 Q3	$2.43M	Buy	74,935 +943	+1%	+$29.6K	0.24%	141
2019 Q2	$2.32M	Buy	73,992 +1,283	+2%	+$42K	0.24%	149
2019 Q1	$2.58M	Buy	72,709 +2,816	+4%	+$99.5K	0.28%	121
2018 Q4	$2.27M	Buy	69,893 +418	+0.6%	+$13.7K	0.29%	115
2018 Q3	$2.4M	Buy	69,475 +2,262	+3%	+$80.6K	0.27%	115
2018 Q2	$2.35M	Buy	67,213 +3,097	+5%	+$105K	0.31%	100
2018 Q1	$2.11M	Buy	64,116 +3,325	+5%	+$112K	0.31%	112
2017 Q4	$2.29M	Buy	60,791 +3,412	+6%	+$135K	0.33%	93
2017 Q3	$2.23M	Buy	57,379 +974	+2%	+$36.4K	0.36%	84
2017 Q2	$1.94M	Buy	56,405 +5,682	+11%	+$199K	0.36%	86
2017 Q1	$1.81M	Buy	50,723 +4,318	+9%	+$153K	0.4%	78
2016 Q4	$1.51M	Buy	46,405 +4,516	+11%	+$150K	0.38%	86
2016 Q3	$1.57M	Buy	41,889 +4,785	+13%	+$185K	0.43%	80
2016 Q2	$1.48M	Buy	37,104 +5,566	+18%	+$203K	0.45%	75
2016 Q1	$1.07M	Buy	+31,538	New	+$906K	0.36%	104

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Snowden Capital Advisors's IRM Position: Q1 2026 in Review

Snowden Capital Advisors increased its Iron Mountain (IRM) stake by 7.5% in Q1 2026, buying an estimated $110K and bringing the position to 15,834 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #387.

Snowden Capital Advisors first reported a position in IRM in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.8M in Q2 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Snowden Capital Advisors held 15,834 shares of Iron Mountain worth $1.63M as of Q1 2026.
Snowden Capital Advisors bought 1,105 Iron Mountain shares in Q1 2026, an estimated $110K.
Iron Mountain made up 0.04% of Snowden Capital Advisors's portfolio in Q1 2026, its #387 holding.
Snowden Capital Advisors first reported a position in Iron Mountain in Q1 2016 and has held it in 41 quarters since.
Snowden Capital Advisors's Iron Mountain position peaked at $10.8M in Q2 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.