Creative Planning’s Iron Mountain IRM Stock Holding History

Creative Planning’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
2025 Q3	–	Sell	-2,000	Closed	-$53	–	3966
2025 Q2	$53	Buy	+2,000	New	+$189K	﹤0.01%	3674

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.