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Action Point Financial Planning’s Iron Mountain IRM Stock Holding History

Action Point Financial Planning’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 		$185K Buy
+1,466
New +$180K 0.02% 456

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

Action Point Financial Planning's IRM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Iron Mountain (IRM) in Q2 2026: 1,466 shares worth $185K. The stake represents 0.02% of the portfolio and ranks #456 among its holdings.

1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Action Point Financial Planning held 1,466 shares of Iron Mountain worth $185K as of Q2 2026.
  • Iron Mountain was a new Action Point Financial Planning position in Q2 2026.
  • Iron Mountain made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #456 holding.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.