Comprehensive Money Management Services’s Iron Mountain IRM Stock Holding History

Comprehensive Money Management 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	$1.62M	Buy	12,851 +311	+2%	+$38.1K	1.02%	22
2026 Q1	$1.28M	Buy	12,540 +180	+1%	+$17.9K	0.84%	33
2025 Q4	$1.03M	Sell	12,360 -1,200	-9%	-$112K	0.71%	48
2025 Q3	$1.38M	Sell	13,560 -1,165	-8%	-$112K	0.98%	25
2025 Q2	$1.51M	Buy	14,725 +447	+3%	+$42.1K	1.15%	18
2025 Q1	$1.23M	Buy	14,278 +15	+0.1%	+$1.45K	0.99%	25
2024 Q4	$1.5M	Buy	+14,263	New	+$1.68M	1.24%	16

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

Comprehensive Money Management Services's IRM Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Iron Mountain (IRM) stake by 2.5% in Q2 2026, buying an estimated $38.1K and bringing the position to 12,851 shares worth $1.62M. The position accounts for 1.02% of the portfolio, ranked #22.

Comprehensive Money Management Services first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Comprehensive Money Management Services held 12,851 shares of Iron Mountain worth $1.62M as of Q2 2026.
Comprehensive Money Management Services bought 311 Iron Mountain shares in Q2 2026, an estimated $38.1K.
Iron Mountain made up 1.02% of Comprehensive Money Management Services's portfolio in Q2 2026, its #22 holding.
Comprehensive Money Management Services first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.