3 Factor Indexing’s Iron Mountain IRM Stock Holding History

3 Factor Indexing’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	$127	Hold	1	–	–	﹤0.01%	365
2026 Q1	$103	Buy	+1	New	+$99	﹤0.01%	389

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3 Factor Indexing's IRM Position: Q2 2026 in Review

3 Factor Indexing held its Iron Mountain (IRM) position steady in Q2 2026 at 1 share worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #365.

3 Factor Indexing first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,109 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

3 Factor Indexing held 1 share of Iron Mountain worth $127 as of Q2 2026.
3 Factor Indexing left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #365 holding.
3 Factor Indexing first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
1,109 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.