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Barrett & Company’s Iron Mountain IRM Stock Holding History

Barrett & Company’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
Q1 		$40.9K Hold
400
– – 0.01% 313
2025
Q4 		$33.2K Hold
400
– – 0.01% 338
2025
Q3 		$40.8K Hold
400
– – 0.01% 323
2025
Q2 		$41K Hold
400
– – 0.02% 331
2025
Q1 		$34.4K Hold
400
– – 0.01% 313
2024
Q4 		$42K Hold
400
– – 0.02% 291
2024
Q3 		$47.5K Hold
400
– – 0.02% 273
2024
Q2 		$35.8K Hold
400
– – 0.02% 309
2024
Q1 		$32.1K Hold
400
– – 0.02% 321
2023
Q4 		$28K Sell
400
-100
-20% -$6.27K 0.02% 309
2023
Q3 		$29.7K Hold
500
– – 0.02% 300
2023
Q2 		$28.4K Buy
+500
New +$27.4K 0.02% 307

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrett & Company's IRM Position: Q1 2026 in Review

Barrett & Company held its Iron Mountain (IRM) position steady in Q1 2026 at 400 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #313.

Barrett & Company first reported a position in IRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $47.5K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Barrett & Company held 400 shares of Iron Mountain worth $40.9K as of Q1 2026.
  • Barrett & Company left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #313 holding.
  • Barrett & Company first reported a position in Iron Mountain in Q2 2023 and has held it in 12 quarters since.
  • Barrett & Company's Iron Mountain position peaked at $47.5K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.