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Dunhill Financial’s Iron Mountain IRM Stock Holding History

Dunhill Financial’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
Q1 		$74.6K Buy
730
+306
+72% +$30.4K 0.02% 249
2025
Q4 		$49.2K Sell
424
-159
-27% -$14.9K 0.01% 277
2025
Q3 		$59.4K Buy
583
+95
+19% +$9.15K 0.02% 237
2025
Q2 		$50.1K Buy
488
+35
+8% +$3.3K 0.01% 239
2025
Q1 		$39K Sell
453
-14
-3% -$1.35K 0.02% 212
2024
Q4 		$49.1K Buy
467
+14
+3% +$1.65K 0.02% 185
2024
Q3 		$53.8K Buy
453
+152
+50% +$16.3K 0.03% 165
2024
Q2 		$27K Buy
301
+1
+0.3% +$81 0.02% 183
2024
Q1 		$24.1K Buy
300
+3
+1% +$217 0.02% 159
2023
Q4 		$20.8K Buy
+297
New +$18.6K 0.02% 154

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dunhill Financial's IRM Position: Q1 2026 in Review

Dunhill Financial increased its Iron Mountain (IRM) stake by 72% in Q1 2026, buying an estimated $30.4K and bringing the position to 730 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #249.

Dunhill Financial first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Dunhill Financial held 730 shares of Iron Mountain worth $74.6K as of Q1 2026.
  • Dunhill Financial bought 306 Iron Mountain shares in Q1 2026, an estimated $30.4K.
  • Iron Mountain made up 0.02% of Dunhill Financial's portfolio in Q1 2026, its #249 holding.
  • Dunhill Financial first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.