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Sowell Financial Services’s Iron Mountain IRM Stock Holding History

Sowell Financial Services’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 		$425K Buy
3,364
+101
+3% +$12.4K 0.01% 709
2026
Q1 		$333K Buy
3,263
+519
+19% +$51.6K 0.01% 799
2025
Q4 		$228K Sell
2,744
-306
-10% -$28.6K 0.01% 954
2025
Q3 		$311K Sell
3,050
-168
-5% -$16.2K 0.01% 798
2025
Q2 		$330K Sell
3,218
-96
-3% -$9.05K 0.01% 747
2025
Q1 		$285K Buy
+3,314
New +$319K 0.01% 784
2021
Q2 		– Sell
-1,402
Closed -$58K – 1602
2021
Q1 		$58K Buy
1,402
+33
+2% +$1.1K ﹤0.01% 1594
2020
Q4 		$40K Buy
1,369
+250
+22% +$6.94K ﹤0.01% 1479
2020
Q3 		$30K Sell
1,119
-339
-23% -$9.65K ﹤0.01% 1380
2020
Q2 		$38K Buy
1,458
+354
+32% +$8.94K ﹤0.01% 1260
2020
Q1 		$26K Sell
1,104
-2,210
-67% -$66.9K ﹤0.01% 1298
2019
Q4 		$106K Buy
3,314
+3,118
+1,591% +$102K 0.01% 902
2019
Q3 		$6K Buy
+196
New +$6.16K ﹤0.01% 1691

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

Sowell Financial Services's IRM Position: Q2 2026 in Review

Sowell Financial Services increased its Iron Mountain (IRM) stake by 3.1% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,364 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #709.

Sowell Financial Services first reported a position in IRM in Q3 2019 and has held it in 13 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Sowell Financial Services held 3,364 shares of Iron Mountain worth $425K as of Q2 2026.
  • Sowell Financial Services bought 101 Iron Mountain shares in Q2 2026, an estimated $12.4K.
  • Iron Mountain made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #709 holding.
  • Sowell Financial Services first reported a position in Iron Mountain in Q3 2019 and has held it in 13 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.