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Cooper Financial Group’s Iron Mountain IRM Stock Holding History

Cooper Financial Group’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 		– Sell
-2,728
Closed -$226K – 444
2025
Q4 		$226K Sell
2,728
-477
-15% -$44.6K 0.02% 351
2025
Q3 		$327K Buy
3,205
+50
+2% +$4.82K 0.04% 289
2025
Q2 		$324K Buy
3,155
+113
+4% +$10.7K 0.04% 286
2025
Q1 		$262K Buy
3,042
+90
+3% +$8.67K 0.03% 330
2024
Q4 		$310K Buy
2,952
+140
+5% +$16.4K 0.04% 306
2024
Q3 		$334K Sell
2,812
-114
-4% -$12.2K 0.04% 300
2024
Q2 		$262K Buy
2,926
+2
+0.1% +$162 0.04% 322
2024
Q1 		$235K Buy
+2,924
New +$212K 0.04% 323
2021
Q4 		– Sell
-5,100
Closed -$222K – 256
2021
Q3 		$222K Hold
5,100
– – 0.05% 229
2021
Q2 		$216K Buy
+5,100
New +$214K 0.04% 236

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooper Financial Group's IRM Position: Q1 2026 in Review

Cooper Financial Group sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 2,728 shares — an estimated $226K sold.

Cooper Financial Group first reported a position in IRM in Q2 2021 and held it in 10 quarters. The position peaked at $334K in Q3 2024. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Cooper Financial Group reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Cooper Financial Group sold 2,728 Iron Mountain shares in Q1 2026, an estimated $226K.
  • Cooper Financial Group first reported a position in Iron Mountain in Q2 2021 and held it in 10 quarters.
  • Cooper Financial Group's Iron Mountain position peaked at $334K in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.