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 Q3	$1.38M	Sell	12,436 -415	-3%	-$49.7K	0.89%	31
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%	+$1.44K	0.99%	25
2024 Q4	$1.5M	Buy	+14,263	New	+$1.68M	1.24%	16

Other funds holding IRM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Comprehensive Money Management Services's IRM Position: Q3 2026 in Review

Comprehensive Money Management Services reduced its Iron Mountain (IRM) stake by 3.2% in Q3 2026, selling an estimated $49.7K and leaving 12,436 shares worth $1.38M. The position accounts for 0.89% of the portfolio, ranked #31.

Comprehensive Money Management Services first reported a position in IRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q2 2026. 897 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Comprehensive Money Management Services held 12,436 shares of Iron Mountain worth $1.38M as of Q3 2026.
Comprehensive Money Management Services sold 415 Iron Mountain shares in Q3 2026, an estimated $49.7K.
Iron Mountain made up 0.89% of Comprehensive Money Management Services's portfolio in Q3 2026, its #31 holding.
Comprehensive Money Management Services first reported a position in Iron Mountain in Q4 2024 and has held it in 8 quarters since.
Comprehensive Money Management Services's Iron Mountain position peaked at $1.62M in Q2 2026.
897 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Comprehensive Money Management Services's 13F filing for Q3 2026, filed 13 Nov 2026.