CIAS
IRM icon

CBIZ Investment Advisory Services’s Iron Mountain IRM Stock Holding History

CBIZ Investment Advisory 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 		$2.37K Hold
23
– – ﹤0.01% 318
2026
Q1 		$2.37K Sell
23
-37
-62% -$3.68K ﹤0.01% 318
2025
Q4 		$5.03K Hold
60
– – ﹤0.01% 503
2025
Q3 		$6.16K Buy
60
+23
+62% +$2.22K ﹤0.01% 421
2025
Q2 		$3.82K Buy
37
+20
+118% +$1.89K ﹤0.01% 468
2025
Q1 		$1.48K Buy
+17
New +$1.64K ﹤0.01% 506

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

CBIZ Investment Advisory Services's IRM Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Iron Mountain (IRM) position steady in Q2 2026 at 23 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

CBIZ Investment Advisory Services first reported a position in IRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.16K in Q3 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • CBIZ Investment Advisory Services held 23 shares of Iron Mountain worth $2.37K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #318 holding.
  • CBIZ Investment Advisory Services first reported a position in Iron Mountain in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Iron Mountain position peaked at $6.16K in Q3 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.