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World Investment Advisors’s Iron Mountain IRM Stock Holding History

World Investment 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 		$1.55M Sell
14,939
-1,346
-8% -$165K 0.03% 558
2026
Q1 		$1.66M Buy
16,285
+2,405
+17% +$239K 0.03% 541
2025
Q4 		$1.15M Buy
13,880
+2,686
+24% +$251K 0.02% 642
2025
Q3 		$1.14M Buy
11,194
+2,783
+33% +$268K 0.02% 530
2025
Q2 		$863K Buy
8,411
+2,927
+53% +$276K 0.02% 557
2025
Q1 		$472K Sell
5,484
-3,050
-36% -$294K 0.01% 710
2024
Q4 		$897K Buy
8,534
+3,870
+83% +$455K 0.02% 504
2024
Q3 		$554K Buy
+4,664
New +$499K 0.02% 570

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 $3.37T AUM 44.26% 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

World Investment Advisors's IRM Position: Q2 2026 in Review

World Investment Advisors reduced its Iron Mountain (IRM) stake by 8.3% in Q2 2026, selling an estimated $165K and leaving 14,939 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #558.

World Investment Advisors first reported a position in IRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2026. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • World Investment Advisors held 14,939 shares of Iron Mountain worth $1.55M as of Q2 2026.
  • World Investment Advisors sold 1,346 Iron Mountain shares in Q2 2026, an estimated $165K.
  • Iron Mountain made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #558 holding.
  • World Investment Advisors first reported a position in Iron Mountain in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Iron Mountain position peaked at $1.66M in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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