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 $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 Planning's IRM Position: Q2 2026 in Review

Creative Planning increased its Iron Mountain (IRM) stake by 6.3% in Q2 2026, buying an estimated $1.01M and bringing the position to 139,922 shares worth $17.7M. The position accounts for 0.01% of the portfolio, ranked #565.

Creative Planning first reported a position in IRM in Q2 2013 and has held it in 48 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Creative Planning held 139,922 shares of Iron Mountain worth $17.7M as of Q2 2026.
Creative Planning bought 8,242 Iron Mountain shares in Q2 2026, an estimated $1.01M.
Iron Mountain made up 0.01% of Creative Planning's portfolio in Q2 2026, its #565 holding.
Creative Planning first reported a position in Iron Mountain in Q2 2013 and has held it in 48 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.