West Paces Advisors’s Iron Mountain IRM Stock Holding History

West Paces 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	$2.15K	Buy	+17	New	+$2.08K	﹤0.01%	577
2024 Q1	–	Sell	-7	Closed	-$490	–	633
2023 Q4	$490	Buy	+7	New	+$439	﹤0.01%	562
2022 Q1	–	Sell	-113	Closed	-$5.91K	–	608
2021 Q4	$5.91K	Sell	113 -621	-85%	-$29.4K	﹤0.01%	415
2021 Q3	$31.9K	Hold	734	–	–	0.01%	246
2021 Q2	$31.1K	Buy	734 +113	+18%	+$4.74K	0.01%	242
2021 Q1	$23K	Hold	621	–	–	0.01%	253
2020 Q4	$18.3K	Hold	621	–	–	0.01%	257
2020 Q3	$16.6K	Hold	621	–	–	0.01%	259
2020 Q2	$16.2K	Hold	621	–	–	0.01%	265
2020 Q1	$14.8K	Hold	621	–	–	0.01%	265
2019 Q4	$19.8K	Hold	621	–	–	0.01%	274
2019 Q3	$20.1K	Hold	621	–	–	0.01%	257
2019 Q2	$19.4K	Hold	621	–	–	0.01%	250
2019 Q1	$22K	Hold	621	–	–	0.02%	242
2018 Q4	$20.1K	Hold	621	–	–	0.02%	245
2018 Q3	$21.4K	Hold	621	–	–	0.02%	246
2018 Q2	$21.7K	Hold	621	–	–	0.02%	249
2018 Q1	$20.4K	Sell	621 -590	-49%	-$19.9K	0.02%	240
2017 Q4	$45.7K	Hold	1,211	–	–	0.03%	183
2017 Q3	$47.1K	Hold	1,211	–	–	0.04%	179
2017 Q2	$41.6K	Hold	1,211	–	–	0.03%	182
2017 Q1	$43.2K	Sell	1,211 -59	-5%	-$2.09K	0.03%	178
2016 Q4	$41.3K	Buy	+1,270	New	+$42.2K	0.04%	191

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

West Paces Advisors's IRM Position: Q2 2026 in Review

West Paces Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 17 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in IRM as recently as Q4 2023.

West Paces Advisors first reported a position in IRM in Q4 2016 and has held it in 23 quarters since. The position peaked at $47.1K in Q3 2017. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

West Paces Advisors held 17 shares of Iron Mountain worth $2.15K as of Q2 2026.
Iron Mountain was a new West Paces Advisors position in Q2 2026.
Iron Mountain made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #577 holding.
West Paces Advisors first reported a position in Iron Mountain in Q4 2016 and has held it in 23 quarters since.
West Paces Advisors's Iron Mountain position peaked at $47.1K in Q3 2017.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.