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Tectonic Advisors’s Iron Mountain IRM Stock Holding History

Tectonic 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 		$20.5M Sell
162,401
-3,413
-2% -$418K 0.99% 18
2026
Q1 		$16.9M Buy
165,814
+3,037
+2% +$302K 0.9% 22
2025
Q4 		$13.5M Buy
162,777
+14,402
+10% +$1.35M 0.71% 27
2025
Q3 		$15.1M Buy
148,375
+19,999
+16% +$1.93M 0.83% 20
2025
Q2 		$13.2M Buy
128,376
+12,379
+11% +$1.17M 0.77% 23
2025
Q1 		$9.98M Buy
115,997
+15,790
+16% +$1.52M 0.62% 37
2024
Q4 		$10.5M Buy
100,207
+4,303
+4% +$506K 0.69% 27
2024
Q3 		$11.4M Buy
95,904
+2,242
+2% +$240K 0.74% 20
2024
Q2 		$8.39M Buy
93,662
+5,551
+6% +$449K 0.6% 26
2024
Q1 		$7.07M Buy
88,111
+1,710
+2% +$124K 0.54% 32
2023
Q4 		$6.05M Buy
86,401
+4,138
+5% +$260K 0.51% 31
2023
Q3 		$4.89M Buy
82,263
+4,380
+6% +$268K 0.46% 38
2023
Q2 		$4.43M Buy
77,883
+6,677
+9% +$366K 0.54% 38
2023
Q1 		$3.77M Buy
71,206
+13,933
+24% +$730K 0.52% 40
2022
Q4 		$2.86M Buy
57,273
+11,650
+26% +$588K 0.44% 47
2022
Q3 		$2.01M Buy
45,623
+9,263
+25% +$468K 0.37% 55
2022
Q2 		$1.77M Buy
36,360
+7,123
+24% +$375K 0.32% 54
2022
Q1 		$1.62M Buy
29,237
+4,872
+20% +$232K 0.28% 58
2021
Q4 		$1.27M Buy
24,365
+7,543
+45% +$357K 0.23% 63
2021
Q3 		$730K Buy
16,822
+7,930
+89% +$357K 0.14% 91
2021
Q2 		$376K Buy
8,892
+863
+11% +$36.2K 0.08% 123
2021
Q1 		$298K Buy
+8,029
New +$268K 0.07% 133

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

Tectonic Advisors's IRM Position: Q2 2026 in Review

Tectonic Advisors reduced its Iron Mountain (IRM) stake by 2.1% in Q2 2026, selling an estimated $418K and leaving 162,401 shares worth $20.5M. The position accounts for 0.99% of the portfolio, ranked #18.

Tectonic Advisors first reported a position in IRM in Q1 2021 and has held it in 22 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Tectonic Advisors held 162,401 shares of Iron Mountain worth $20.5M as of Q2 2026.
  • Tectonic Advisors sold 3,413 Iron Mountain shares in Q2 2026, an estimated $418K.
  • Iron Mountain made up 0.99% of Tectonic Advisors's portfolio in Q2 2026, its #18 holding.
  • Tectonic Advisors first reported a position in Iron Mountain in Q1 2021 and has held it in 22 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.