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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
Q2 		$82.4K Sell
652
-78
-11% -$9.56K 0.02% 249
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dunhill Financial's IRM Position: Q2 2026 in Review

Dunhill Financial reduced its Iron Mountain (IRM) stake by 11% in Q2 2026, selling an estimated $9.56K and leaving 652 shares worth $82.4K. 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 11 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Dunhill Financial held 652 shares of Iron Mountain worth $82.4K as of Q2 2026.
  • Dunhill Financial sold 78 Iron Mountain shares in Q2 2026, an estimated $9.56K.
  • Iron Mountain made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #249 holding.
  • Dunhill Financial first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.