Cornerstone Planning Group’s Iron Mountain IRM Stock Holding History

Cornerstone Planning 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 Q2	$21.6K	Sell	174 -8	-4%	-$981	﹤0.01%	656
2026 Q1	$23.9K	Buy	182 +99	+119%	+$9.85K	﹤0.01%	619
2025 Q4	$7.66K	Sell	83 -3	-3%	-$281	﹤0.01%	854
2025 Q3	$8.71K	Buy	86 +38	+79%	+$3.66K	﹤0.01%	810
2025 Q2	$4.59K	Buy	48 +23	+92%	+$2.17K	﹤0.01%	745
2025 Q1	$2.11K	Buy	25 +6	+32%	+$578	﹤0.01%	972
2024 Q4	$1.98K	Hold	19	–	–	﹤0.01%	797
2024 Q3	$2.42K	Buy	19 +3	+19%	+$321	﹤0.01%	724
2024 Q2	$1.67K	Buy	+16	New	+$1.29K	﹤0.01%	819
2023 Q4	–	Sell	-15	Closed	-$892	–	989
2023 Q3	$892	Buy	+15	New	+$917	﹤0.01%	812

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Cornerstone Planning Group's IRM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Iron Mountain (IRM) stake by 4.4% in Q2 2026, selling an estimated $981 and leaving 174 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Cornerstone Planning Group first reported a position in IRM in Q3 2023 and has held it in 10 quarters since. The position peaked at $23.9K in Q1 2026. 728 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Cornerstone Planning Group held 174 shares of Iron Mountain worth $21.6K as of Q2 2026.
Cornerstone Planning Group sold 8 Iron Mountain shares in Q2 2026, an estimated $981.
Iron Mountain made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #656 holding.
Cornerstone Planning Group first reported a position in Iron Mountain in Q3 2023 and has held it in 10 quarters since.
Cornerstone Planning Group's Iron Mountain position peaked at $23.9K in Q1 2026.
728 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.