Vestmark Advisory Solutions’s Iron Mountain IRM Stock Holding History

Vestmark Advisory Solutions’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	$1.16M	Buy	9,146 +5,997	+190%	+$735K	0.01%	915
2026 Q1	$322K	Sell	3,149 -234	-7%	-$23.3K	﹤0.01%	1162
2025 Q4	$281K	Buy	3,383 +427	+14%	+$40K	﹤0.01%	1118
2025 Q3	$301K	Sell	2,956 -1,688	-36%	-$163K	0.01%	786
2025 Q2	$476K	Buy	+4,644	New	+$438K	0.01%	628
2023 Q4	–	Sell	-4,183	Closed	-$249K	–	521
2023 Q3	$249K	Sell	4,183 -7,047	-63%	-$431K	0.02%	365
2023 Q2	$638K	Buy	11,230 +3,914	+53%	+$214K	0.02%	540
2023 Q1	$387K	Buy	7,316 +649	+10%	+$34K	0.02%	629
2022 Q4	$332K	Sell	6,667 -1,269	-16%	-$64.1K	0.02%	656
2022 Q3	$349K	Buy	7,936 +328	+4%	+$16.6K	0.02%	627
2022 Q2	$370K	Sell	7,608 -162	-2%	-$8.53K	0.02%	609
2022 Q1	$431K	Buy	7,770 +250	+3%	+$11.9K	0.02%	592
2021 Q4	$394K	Sell	7,520 -703	-9%	-$33.2K	0.02%	605
2021 Q3	$357K	Buy	8,223 +1,585	+24%	+$71.3K	0.02%	604
2021 Q2	$281K	Sell	6,638 -769	-10%	-$32.3K	0.02%	648
2021 Q1	$274K	Buy	7,407 +370	+5%	+$12.4K	0.02%	622
2020 Q4	$207K	Buy	+7,037	New	+$195K	0.02%	571

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

Vestmark Advisory Solutions's IRM Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Iron Mountain (IRM) stake by 190% in Q2 2026, buying an estimated $735K and bringing the position to 9,146 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #915.

Vestmark Advisory Solutions first reported a position in IRM in Q4 2020 and has held it in 17 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Vestmark Advisory Solutions held 9,146 shares of Iron Mountain worth $1.16M as of Q2 2026.
Vestmark Advisory Solutions bought 5,997 Iron Mountain shares in Q2 2026, an estimated $735K.
Iron Mountain made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #915 holding.
Vestmark Advisory Solutions first reported a position in Iron Mountain in Q4 2020 and has held it in 17 quarters since.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.