Creative Planning’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.4M | Buy |
131,680
+5,591
| +4% | +$556K | 0.01% | 573 |
|
|
2025
Q4 | $10.5M | Buy |
126,089
+7,036
| +6% | +$659K | 0.01% | 601 |
|
|
2025
Q3 | $12.1M | Buy |
119,053
+4,466
| +4% | +$430K | 0.01% | 504 |
|
|
2025
Q2 | $11.8M | Buy |
114,587
+7,924
| +7% | +$747K | 0.01% | 468 |
|
|
2025
Q1 | $9.18M | Buy |
106,663
+7,332
| +7% | +$707K | 0.01% | 515 |
|
|
2024
Q4 | $10.4M | Buy |
99,331
+426
| +0.4% | +$50.1K | 0.01% | 433 |
|
|
2024
Q3 | $11.8M | Buy |
98,905
+2,083
| +2% | +$223K | 0.01% | 396 |
|
|
2024
Q2 | $8.68M | Buy |
96,822
+13,583
| +16% | +$1.1M | 0.01% | 451 |
|
|
2024
Q1 | $6.68M | Buy |
83,239
+23,065
| +38% | +$1.67M | 0.01% | 523 |
|
|
2023
Q4 | $4.21M | Buy |
60,174
+6,341
| +12% | +$398K | 0.01% | 613 |
|
|
2023
Q3 | $3.2M | Buy |
53,833
+30,444
| +130% | +$1.86M | ﹤0.01% | 670 |
|
|
2023
Q2 | $1.33M | Sell |
23,389
-2,163
| -8% | -$118K | ﹤0.01% | 990 |
|
|
2023
Q1 | $1.35M | Buy |
25,552
+5,714
| +29% | +$299K | ﹤0.01% | 935 |
|
|
2022
Q4 | $989K | Buy |
19,838
+2,397
| +14% | +$121K | ﹤0.01% | 1041 |
|
|
2022
Q3 | $767K | Buy |
17,441
+1,954
| +13% | +$98.7K | ﹤0.01% | 1085 |
|
|
2022
Q2 | $754K | Buy |
15,487
+1,633
| +12% | +$85.9K | ﹤0.01% | 1093 |
|
|
2022
Q1 | $768K | Buy |
13,854
+623
| +5% | +$29.7K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $692K | Buy |
13,231
+631
| +5% | +$29.8K | ﹤0.01% | 1125 |
|
|
2021
Q3 | $547K | Sell |
12,600
-1,739
| -12% | -$78.3K | ﹤0.01% | 1240 |
|
|
2021
Q2 | $607K | Sell |
14,339
-5,890
| -29% | -$247K | ﹤0.01% | 1173 |
|
|
2021
Q1 | $749K | Buy |
20,229
+1,200
| +6% | +$40.1K | ﹤0.01% | 1197 |
|
|
2020
Q4 | $561K | Sell |
19,029
-4,173
| -18% | -$116K | ﹤0.01% | 1249 |
|
|
2020
Q3 | $622K | Buy |
23,202
+2,715
| +13% | +$77.3K | ﹤0.01% | 1018 |
|
|
2020
Q2 | $535K | Buy |
20,487
+8,418
| +70% | +$213K | ﹤0.01% | 999 |
|
|
2020
Q1 | $287K | Buy |
12,069
+1,094
| +10% | +$33.1K | ﹤0.01% | 1197 |
|
|
2019
Q4 | $350K | Buy |
10,975
+3,826
| +54% | +$125K | ﹤0.01% | 1312 |
|
|
2019
Q3 | $232K | Buy |
+7,149
| New | +$225K | ﹤0.01% | 1508 |
|
|
2019
Q2 | – | Sell |
-6,992
| Closed | -$248K | – | 2064 |
|
|
2019
Q1 | $248K | Sell |
6,992
-1,758
| -20% | -$62.1K | ﹤0.01% | 1448 |
|
|
2018
Q4 | $284K | Buy |
8,750
+1,841
| +27% | +$60.4K | ﹤0.01% | 1262 |
|
|
2018
Q3 | $238K | Buy |
+6,909
| New | +$246K | ﹤0.01% | 1561 |
|
|
2018
Q1 | – | Sell |
-6,830
| Closed | -$258K | – | 2072 |
|
|
2017
Q4 | $258K | Buy |
6,830
+379
| +6% | +$15K | ﹤0.01% | 1436 |
|
|
2017
Q3 | $251K | Buy |
6,451
+3,402
| +112% | +$127K | ﹤0.01% | 1451 |
|
|
2017
Q2 | $105K | Buy |
3,049
+134
| +5% | +$4.69K | ﹤0.01% | 1958 |
|
|
2017
Q1 | $104K | Sell |
2,915
-272
| -9% | -$9.63K | ﹤0.01% | 1929 |
|
|
2016
Q4 | $104K | Buy |
3,187
+708
| +29% | +$23.5K | ﹤0.01% | 1836 |
|
|
2016
Q3 | $93K | Buy |
2,479
+1,098
| +80% | +$42.4K | ﹤0.01% | 1893 |
|
|
2016
Q2 | $55K | Sell |
1,381
-196
| -12% | -$7.13K | ﹤0.01% | 2078 |
|
|
2016
Q1 | $53K | Sell |
1,577
-490
| -24% | -$14.1K | ﹤0.01% | 2053 |
|
|
2015
Q4 | $56K | Buy |
2,067
+505
| +32% | +$14.8K | ﹤0.01% | 2030 |
|
|
2015
Q3 | $48K | Buy |
+1,562
| New | +$46.6K | ﹤0.01% | 2073 |
|
|
2015
Q2 | – | Sell |
-1,731
| Closed | -$63K | – | 2027 |
|
|
2015
Q1 | $63K | Buy |
+1,731
| New | +$66.8K | ﹤0.01% | 1854 |
|
|
2014
Q4 | – | Sell |
-2,186
| Closed | -$71K | – | 4250 |
|
|
2014
Q3 | $71K | Buy |
2,186
+1,030
| +89% | +$33.4K | ﹤0.01% | 1689 |
|
|
2014
Q2 | $38K | Sell |
1,156
-1,032
| -47% | -$28K | ﹤0.01% | 2057 |
|
|
2014
Q1 | $56K | Buy |
2,188
+1,497
| +217% | +$38.3K | ﹤0.01% | 1727 |
|
|
2013
Q4 | $19K | Buy |
691
+100
| +17% | +$2.56K | ﹤0.01% | 2217 |
|
|
2013
Q3 | $15K | Hold |
591
| – | – | ﹤0.01% | 2251 |
|
|
2013
Q2 | $15K | Buy |
+591
| New | +$19.1K | ﹤0.01% | 2086 |
|
Other funds holding IRM
VPM
VCM
Creative Planning's IRM Position: Q1 2026 in Review
Creative Planning increased its Iron Mountain (IRM) stake by 4.4% in Q1 2026, buying an estimated $556K and bringing the position to 131,680 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #573.
Creative Planning first reported a position in IRM in Q2 2013 and has held it in 47 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Creative Planning held 131,680 shares of Iron Mountain worth $13.4M as of Q1 2026.
- Creative Planning bought 5,591 Iron Mountain shares in Q1 2026, an estimated $556K.
- Iron Mountain made up 0.01% of Creative Planning's portfolio in Q1 2026, its #573 holding.
- Creative Planning first reported a position in Iron Mountain in Q2 2013 and has held it in 47 quarters since.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.