Bare Financial Services’s Iron Mountain IRM Stock Holding History

Bare Financial Services’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	$758	Hold	6	–	–	﹤0.01%	1500
2026 Q1	$613	Buy	+6	New	+$597	﹤0.01%	1433

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bare Financial Services's IRM Position: Q2 2026 in Review

Bare Financial Services held its Iron Mountain (IRM) position steady in Q2 2026 at 6 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Bare Financial Services first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Bare Financial Services held 6 shares of Iron Mountain worth $758 as of Q2 2026.
Bare Financial Services left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1500 holding.
Bare Financial Services first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.