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COMPASS FINANCIAL MANAGEMENT LLC’s Iron Mountain IRM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$66.2K Buy
+527
New +$64.6K 0.01% 634

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IRM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Iron Mountain (IRM) in Q2 2026: 527 shares worth $66.2K. The stake represents 0.01% of the portfolio and ranks #634 among its holdings.

919 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 527 shares of Iron Mountain worth $66.2K as of Q2 2026.
  • Iron Mountain was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Iron Mountain made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #634 holding.
  • 919 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.