Soltis Investment Advisors’s Iron Mountain IRM Stock Holding History

Soltis Investment 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	$355K	Buy	2,812 +508	+22%	+$62.3K	0.02%	438
2026 Q1	$235K	Buy	+2,304	New	+$229K	0.01%	507
2023 Q3	–	Sell	-4,242	Closed	-$241K	–	270
2023 Q2	$241K	Sell	4,242 -31,268	-88%	-$1.71M	0.03%	235
2023 Q1	$1.88M	Buy	35,510 +4,588	+15%	+$240K	0.24%	112
2022 Q4	$1.54M	Buy	30,922 +5,846	+23%	+$295K	0.2%	114
2022 Q3	$1.1M	Buy	25,076 +6,095	+32%	+$308K	0.17%	121
2022 Q2	$924K	Buy	18,981 +4,919	+35%	+$259K	0.13%	131
2022 Q1	$779K	Sell	14,062 -5,816	-29%	-$277K	0.11%	139
2021 Q4	$1.04M	Buy	19,878 +1,706	+9%	+$80.6K	0.15%	127
2021 Q3	$790K	Buy	18,172 +1,323	+8%	+$59.5K	0.12%	132
2021 Q2	$713K	Buy	+16,849	New	+$707K	0.11%	141

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Soltis Investment Advisors's IRM Position: Q2 2026 in Review

Soltis Investment Advisors increased its Iron Mountain (IRM) stake by 22% in Q2 2026, buying an estimated $62.3K and bringing the position to 2,812 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #438.

Soltis Investment Advisors first reported a position in IRM in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2023. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Soltis Investment Advisors held 2,812 shares of Iron Mountain worth $355K as of Q2 2026.
Soltis Investment Advisors bought 508 Iron Mountain shares in Q2 2026, an estimated $62.3K.
Iron Mountain made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #438 holding.
Soltis Investment Advisors first reported a position in Iron Mountain in Q2 2021 and has held it in 11 quarters since.
Soltis Investment Advisors's Iron Mountain position peaked at $1.88M in Q1 2023.
1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.