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Teamwork Financial Advisors’s Iron Mountain IRM Stock Holding History

Teamwork Financial 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 		$453K Buy
3,582
+2
+0.1% +$245 0.04% 137
2026
Q1 		$366K Sell
3,580
-873
-20% -$86.8K 0.04% 163
2025
Q4 		$369K Sell
4,453
-16
-0.4% -$1.5K 0.04% 159
2025
Q3 		$456K Sell
4,469
-7
-0.2% -$674 0.05% 142
2025
Q2 		$459K Buy
4,476
+12
+0.3% +$1.13K 0.05% 139
2025
Q1 		$384K Sell
4,464
-30
-0.7% -$2.89K 0.05% 129
2024
Q4 		$472K Sell
4,494
-8
-0.2% -$940 0.06% 113
2024
Q3 		$535K Sell
4,502
-202
-4% -$21.6K 0.07% 96
2024
Q2 		$422K Sell
4,704
-1
-0% -$81 0.06% 100
2024
Q1 		$377K Sell
4,705
-36
-0.8% -$2.61K 0.06% 127
2023
Q4 		$332K Sell
4,741
-5,019
-51% -$315K 0.06% 136
2023
Q3 		$580K Sell
9,760
-196
-2% -$12K 0.09% 119
2023
Q2 		$566K Sell
9,956
-1,353
-12% -$74.1K 0.09% 119
2023
Q1 		$598K Sell
11,309
-1,364
-11% -$71.5K 0.11% 104
2022
Q4 		$632K Buy
12,673
+4,583
+57% +$231K 0.13% 105
2022
Q3 		$356K Buy
8,090
+1,544
+24% +$78K 0.08% 153
2022
Q2 		$319K Sell
6,546
-6,411
-49% -$337K 0.07% 168
2022
Q1 		$718K Sell
12,957
-15,520
-55% -$739K 0.13% 133
2021
Q4 		$1.49M Sell
28,477
-1,595
-5% -$75.4K 0.27% 76
2021
Q3 		$1.31M Buy
30,072
+23
+0.1% +$1.03K 0.26% 81
2021
Q2 		$1.27M Sell
30,049
-1,822
-6% -$76.4K 0.26% 78
2021
Q1 		$1.18M Sell
31,871
-4,311
-12% -$144K 0.28% 72
2020
Q4 		$1.07M Buy
36,182
+438
+1% +$12.2K 0.25% 82
2020
Q3 		$958K Sell
35,744
-9,943
-22% -$283K 0.3% 73
2020
Q2 		$1.19M Buy
45,687
+22,449
+97% +$567K 0.43% 58
2020
Q1 		$553K Sell
23,238
-28,347
-55% -$858K 0.34% 56
2019
Q4 		$1.64M Buy
+51,585
New +$1.69M 0.98% 21

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

Teamwork Financial Advisors's IRM Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Iron Mountain (IRM) stake by 0.06% in Q2 2026, buying an estimated $245 and bringing the position to 3,582 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #137.

Teamwork Financial Advisors first reported a position in IRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.64M in Q4 2019. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Teamwork Financial Advisors held 3,582 shares of Iron Mountain worth $453K as of Q2 2026.
  • Teamwork Financial Advisors bought 2 Iron Mountain shares in Q2 2026, an estimated $245.
  • Iron Mountain made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Teamwork Financial Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 27 quarters since.
  • Teamwork Financial Advisors's Iron Mountain position peaked at $1.64M in Q4 2019.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.