SPL
IRM icon

Superior Planning, LLC’s Iron Mountain IRM Stock Holding History

Superior Planning, LLC’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
Q3 		$777 Buy
+7
New +$839 ﹤0.01% 1810

Other funds holding IRM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's IRM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Iron Mountain (IRM) in Q3 2026: 7 shares worth $777. The stake represents ﹤0.01% of the portfolio and ranks #1810 among its holdings.

843 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Superior Planning, LLC held 7 shares of Iron Mountain worth $777 as of Q3 2026.
  • Iron Mountain was a new Superior Planning, LLC position in Q3 2026.
  • Iron Mountain made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1810 holding.
  • 843 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.