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True Link Financial Advisors’s Iron Mountain IRM Stock Holding History

True Link 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 		– Sell
-400
Closed -$40.9K – 240
2026
Q1 		$40.9K Buy
+400
New +$39.8K ﹤0.01% 231

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's IRM Position: Q2 2026 in Review

True Link Financial Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 400 shares — an estimated $40.9K sold.

True Link Financial Advisors first reported a position in IRM in Q1 2026 and held it in 1 quarter. The position peaked at $40.9K in Q1 2026. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • True Link Financial Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 400 Iron Mountain shares in Q2 2026, an estimated $40.9K.
  • True Link Financial Advisors first reported a position in Iron Mountain in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's Iron Mountain position peaked at $40.9K in Q1 2026.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.