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Sovereign Financial Group’s Iron Mountain IRM Stock Holding History

Sovereign Financial Group’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 		$398K Sell
3,148
-79
-2% -$9.69K 0.06% 253
2026
Q1 		$330K Buy
3,227
+28
+0.9% +$2.79K 0.06% 268
2025
Q4 		$265K Sell
3,199
-19
-0.6% -$1.78K 0.05% 286
2025
Q3 		$328K Sell
3,218
-4
-0.1% -$385 0.06% 247
2025
Q2 		$330K Buy
3,222
+77
+2% +$7.26K 0.07% 233
2025
Q1 		$271K Buy
3,145
+3
+0.1% +$289 0.06% 243
2024
Q4 		$330K Hold
3,142
– – 0.08% 221
2024
Q3 		$373K Hold
3,142
– – 0.09% 202
2024
Q2 		$282K Hold
3,142
– – 0.07% 224
2024
Q1 		$252K Buy
3,142
+1
+0% +$72 0.07% 238
2023
Q4 		$220K Buy
+3,141
New +$197K 0.07% 228

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

Sovereign Financial Group's IRM Position: Q2 2026 in Review

Sovereign Financial Group reduced its Iron Mountain (IRM) stake by 2.4% in Q2 2026, selling an estimated $9.69K and leaving 3,148 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #253.

Sovereign Financial Group 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.

  • Sovereign Financial Group held 3,148 shares of Iron Mountain worth $398K as of Q2 2026.
  • Sovereign Financial Group sold 79 Iron Mountain shares in Q2 2026, an estimated $9.69K.
  • Iron Mountain made up 0.06% of Sovereign Financial Group's portfolio in Q2 2026, its #253 holding.
  • Sovereign Financial Group 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 Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.