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Strategic Investment Advisors’s Iron Mountain IRM Stock Holding History

Strategic 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
2025
Q4 		– Sell
-3,706
Closed -$378K – 261
2025
Q3 		$378K Sell
3,706
-302
-8% -$29.1K 0.03% 192
2025
Q2 		$407K Sell
4,008
-1,852
-32% -$175K 0.04% 181
2025
Q1 		$504K Sell
5,860
-4,485
-43% -$432K 0.05% 162
2024
Q4 		$1.09M Buy
10,345
+255
+3% +$30K 0.12% 104
2024
Q3 		$1.2M Sell
10,090
-343
-3% -$36.7K 0.13% 100
2024
Q2 		$935K Buy
10,433
+1,443
+16% +$117K 0.11% 114
2024
Q1 		$721K Sell
8,990
-989
-10% -$71.6K 0.09% 138
2023
Q4 		$698K Sell
9,979
-861
-8% -$54K 0.1% 136
2023
Q3 		$644K Buy
+10,840
New +$662K 0.11% 148
2023
Q2 		– Sell
-11,278
Closed -$597K – 210
2023
Q1 		$597K Sell
11,278
-74
-0.7% -$3.88K 0.11% 141
2022
Q4 		$566K Sell
11,352
-548
-5% -$27.7K 0.12% 143
2022
Q3 		$523K Buy
11,900
+92
+0.8% +$4.65K 0.12% 136
2022
Q2 		$575K Buy
11,808
+23
+0.2% +$1.21K 0.11% 137
2022
Q1 		$653K Buy
+11,785
New +$561K 0.12% 136

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Strategic Investment Advisors's IRM Position: Q4 2025 in Review

Strategic Investment Advisors sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 3,706 shares — an estimated $378K sold.

Strategic Investment Advisors first reported a position in IRM in Q1 2022 and held it in 14 quarters. The position peaked at $1.2M in Q3 2024. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Strategic Investment Advisors reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 3,706 Iron Mountain shares in Q4 2025, an estimated $378K.
  • Strategic Investment Advisors first reported a position in Iron Mountain in Q1 2022 and held it in 14 quarters.
  • Strategic Investment Advisors's Iron Mountain position peaked at $1.2M in Q3 2024.
  • 1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Strategic Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.