AFM
IRM icon

Abbot Financial Management’s Iron Mountain IRM Stock Holding History

Abbot Financial Management’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 		$1.5M Hold
11,877
– – 0.51% 50
2026
Q1 		$1.21M Hold
11,877
– – 0.51% 56
2025
Q4 		$985K Buy
11,877
+325
+3% +$30.4K 0.41% 65
2025
Q3 		$1.18M Buy
11,552
+634
+6% +$61.1K 0.5% 54
2025
Q2 		$1.12M Hold
10,918
– – 0.52% 56
2025
Q1 		$939K Hold
10,918
– – 0.49% 54
2024
Q4 		$1.15M Sell
10,918
-115
-1% -$13.5K 0.57% 47
2024
Q3 		$1.31M Sell
11,033
-100
-0.9% -$10.7K 0.66% 40
2024
Q2 		$998K Sell
11,133
-117
-1% -$9.47K 0.53% 48
2024
Q1 		$902K Hold
11,250
– – 0.5% 59
2023
Q4 		$787K Hold
11,250
– – 0.47% 63
2023
Q3 		$669K Hold
11,250
– – 0.45% 65
2023
Q2 		$639K Sell
11,250
-1,200
-10% -$65.7K 0.41% 69
2023
Q1 		$659K Sell
12,450
-1,600
-11% -$83.8K 0.44% 68
2022
Q4 		$700K Sell
14,050
-1,800
-11% -$90.9K 0.48% 65
2022
Q3 		$697K Buy
15,850
+250
+2% +$12.6K 0.5% 61
2022
Q2 		$760K Buy
15,600
+250
+2% +$13.2K 0.46% 66
2022
Q1 		$851K Buy
15,350
+9,250
+152% +$441K 0.42% 71
2021
Q4 		$319K Hold
6,100
– – 0.14% 111
2021
Q3 		$265K Hold
6,100
– – 0.12% 121
2021
Q2 		$258K Buy
+6,100
New +$256K 0.11% 122

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

Abbot Financial Management's IRM Position: Q2 2026 in Review

Abbot Financial Management held its Iron Mountain (IRM) position steady in Q2 2026 at 11,877 shares worth $1.5M. The position accounts for 0.51% of the portfolio, ranked #50.

Abbot Financial Management first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Abbot Financial Management held 11,877 shares of Iron Mountain worth $1.5M as of Q2 2026.
  • Abbot Financial Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.51% of Abbot Financial Management's portfolio in Q2 2026, its #50 holding.
  • Abbot Financial Management first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.