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Waverly Advisors’s Iron Mountain IRM Stock Holding History

Waverly 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 		$4.77M Buy
37,733
+1,715
+5% +$210K 0.03% 464
2026
Q1 		$3.68M Buy
36,018
+1,596
+5% +$159K 0.03% 486
2025
Q4 		$2.86M Buy
34,422
+433
+1% +$40.5K 0.02% 511
2025
Q3 		$3.46M Buy
33,989
+3,525
+12% +$340K 0.03% 390
2025
Q2 		$3.12M Sell
30,464
-694
-2% -$65.4K 0.03% 395
2025
Q1 		$2.68M Sell
31,158
-34
-0.1% -$3.28K 0.03% 416
2024
Q4 		$3.28M Sell
31,192
-877
-3% -$103K 0.05% 284
2024
Q3 		$3.81M Sell
32,069
-1,255
-4% -$134K 0.07% 228
2024
Q2 		$2.99M Buy
33,324
+408
+1% +$33K 0.06% 255
2024
Q1 		$2.64M Sell
32,916
-1,265
-4% -$91.6K 0.06% 220
2023
Q4 		$2.39M Buy
34,181
+664
+2% +$41.7K 0.09% 129
2023
Q3 		$1.99M Buy
+33,517
New +$2.05M 0.09% 133
2016
Q1 		– Sell
-10,856
Closed -$293K – 112
2015
Q4 		$293K Buy
+10,856
New +$318K 0.13% 91
2014
Q1 		– Sell
-6,708
Closed -$188K – 772
2013
Q4 		$188K Hold
6,708
– – 0.07% 157
2013
Q3 		$168K Buy
+6,708
New +$170K 0.09% 113

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

Waverly Advisors's IRM Position: Q2 2026 in Review

Waverly Advisors increased its Iron Mountain (IRM) stake by 4.8% in Q2 2026, buying an estimated $210K and bringing the position to 37,733 shares worth $4.77M. The position accounts for 0.03% of the portfolio, ranked #464.

Waverly Advisors first reported a position in IRM in Q3 2013 and has held it in 15 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Waverly Advisors held 37,733 shares of Iron Mountain worth $4.77M as of Q2 2026.
  • Waverly Advisors bought 1,715 Iron Mountain shares in Q2 2026, an estimated $210K.
  • Iron Mountain made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #464 holding.
  • Waverly Advisors first reported a position in Iron Mountain in Q3 2013 and has held it in 15 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.