Valley National Advisers’s Iron Mountain IRM Stock Holding History

Valley National Advisers’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	$82.9K	Buy	656 +1	+0.2%	+$123	0.01%	348
2026 Q1	$66K	Hold	655	–	–	0.01%	374
2025 Q4	$54K	Hold	655	–	–	0.01%	392
2025 Q3	$66K	Hold	655	–	–	0.01%	352
2025 Q2	$67K	Hold	655	–	–	0.01%	352
2025 Q1	$56K	Hold	655	–	–	0.01%	363
2024 Q4	$68K	Hold	655	–	–	0.01%	320
2024 Q3	$77K	Sell	655 -140	-18%	-$15K	0.01%	307
2024 Q2	$71K	Sell	795 -16	-2%	-$1.29K	0.01%	347
2024 Q1	$65K	Buy	811 +41	+5%	+$2.97K	0.01%	373
2023 Q4	$53K	Buy	770 +80	+12%	+$5.02K	0.01%	391
2023 Q3	$41K	Buy	690 +40	+6%	+$2.44K	0.01%	408
2023 Q2	$37K	Hold	650	–	–	0.01%	431
2023 Q1	$35K	Hold	650	–	–	0.01%	438
2022 Q4	$33K	Hold	650	–	–	0.01%	428
2022 Q3	$31K	Sell	650 -34	-5%	-$1.72K	0.01%	439
2022 Q2	$34K	Hold	684	–	–	0.01%	404
2022 Q1	$38K	Hold	684	–	–	0.01%	420
2021 Q4	$36K	Hold	684	–	–	0.01%	409
2021 Q3	$30K	Hold	684	–	–	0.01%	411
2021 Q2	$29K	Hold	684	–	–	0.01%	427
2021 Q1	$25K	Hold	684	–	–	﹤0.01%	417
2020 Q4	$20K	Hold	684	–	–	﹤0.01%	431
2020 Q3	$18K	Buy	684 +112	+20%	+$3.19K	﹤0.01%	413
2020 Q2	$15K	Buy	572 +72	+14%	+$1.82K	﹤0.01%	431
2020 Q1	$12K	Buy	+500	New	+$15.1K	﹤0.01%	445

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valley National Advisers's IRM Position: Q2 2026 in Review

Valley National Advisers increased its Iron Mountain (IRM) stake by 0.15% in Q2 2026, buying an estimated $123 and bringing the position to 656 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #348.

Valley National Advisers first reported a position in IRM in Q1 2020 and has held it in 26 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Valley National Advisers held 656 shares of Iron Mountain worth $82.9K as of Q2 2026.
Valley National Advisers bought 1 Iron Mountain share in Q2 2026, an estimated $123.
Iron Mountain made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #348 holding.
Valley National Advisers first reported a position in Iron Mountain in Q1 2020 and has held it in 26 quarters since.
1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.