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Transamerica Financial Advisors’s Iron Mountain IRM Stock Holding History

Transamerica 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 		$14.2K Buy
111
+13
+13% +$1.59K ﹤0.01% 928
2026
Q1 		$10.1K Buy
98
+58
+145% +$5.77K ﹤0.01% 920
2025
Q4 		$3.37K Sell
40
-32
-44% -$3K ﹤0.01% 1027
2025
Q3 		$7.38K Buy
+72
New +$6.94K ﹤0.01% 788
2019
Q3 		– Sell
-3
Closed -$1K – 308
2019
Q2 		$1K Buy
+3
New +$98 ﹤0.01% 468
2019
Q1 		– Sell
-3
Closed -$1K – 273
2018
Q4 		$1K Sell
3
-7,043
-100% -$231K ﹤0.01% 436
2018
Q3 		$244K Sell
7,046
-59
-0.8% -$2.1K 0.05% 168
2018
Q2 		$249K Buy
+7,105
New +$240K 0.06% 169
2014
Q2 		– Sell
-242
Closed -$7K – 707
2014
Q1 		$7K Hold
242
– – ﹤0.01% 492
2013
Q4 		$7K Hold
242
– – ﹤0.01% 480
2013
Q3 		$7K Hold
242
– – ﹤0.01% 464
2013
Q2 		$6K Buy
+242
New +$7.81K ﹤0.01% 460

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

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

Transamerica Financial Advisors increased its Iron Mountain (IRM) stake by 13% in Q2 2026, buying an estimated $1.59K and bringing the position to 111 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Transamerica Financial Advisors first reported a position in IRM in Q2 2013 and has held it in 12 quarters since. The position peaked at $249K in Q2 2018. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Transamerica Financial Advisors held 111 shares of Iron Mountain worth $14.2K as of Q2 2026.
  • Transamerica Financial Advisors bought 13 Iron Mountain shares in Q2 2026, an estimated $1.59K.
  • Iron Mountain made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #928 holding.
  • Transamerica Financial Advisors first reported a position in Iron Mountain in Q2 2013 and has held it in 12 quarters since.
  • Transamerica Financial Advisors's Iron Mountain position peaked at $249K in Q2 2018.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.