Creative Financial Designs’s Iron Mountain IRM Stock Holding History

Creative Financial Designs’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	$1.46M	Buy	11,573 +1,694	+17%	+$208K	0.07%	236
2026 Q1	$1.01M	Buy	9,879 +9,740	+7,007%	+$969K	0.06%	225
2025 Q4	$11.5K	Buy	139 +49	+54%	+$4.59K	﹤0.01%	1331
2025 Q3	$9.18K	Hold	90	–	–	﹤0.01%	1390
2025 Q2	$9.23K	Hold	90	–	–	﹤0.01%	1362
2025 Q1	$7.74K	Buy	+90	New	+$8.67K	﹤0.01%	1356
2024 Q1	–	Sell	-50	Closed	-$3.5K	–	1696
2023 Q4	$3.5K	Buy	+50	New	+$3.14K	﹤0.01%	1331
2019 Q4	–	Sell	-106	Closed	-$3K	–	582
2019 Q3	$3K	Sell	106 -205	-66%	-$6.44K	﹤0.01%	522
2019 Q2	$10K	Buy	311 +154	+98%	+$5.05K	0.01%	399
2019 Q1	$6K	Sell	157 -264	-63%	-$9.32K	﹤0.01%	430
2018 Q4	$14K	Buy	421 +63	+18%	+$2.07K	0.01%	321
2018 Q3	$12K	Buy	358 +64	+22%	+$2.28K	0.01%	409
2018 Q2	$10K	Buy	+294	New	+$9.93K	0.01%	466

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

Creative Financial Designs's IRM Position: Q2 2026 in Review

Creative Financial Designs increased its Iron Mountain (IRM) stake by 17% in Q2 2026, buying an estimated $208K and bringing the position to 11,573 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #236.

Creative Financial Designs first reported a position in IRM in Q2 2018 and has held it in 13 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Creative Financial Designs held 11,573 shares of Iron Mountain worth $1.46M as of Q2 2026.
Creative Financial Designs bought 1,694 Iron Mountain shares in Q2 2026, an estimated $208K.
Iron Mountain made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #236 holding.
Creative Financial Designs first reported a position in Iron Mountain in Q2 2018 and has held it in 13 quarters since.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.