Ellevest Inc
IRM icon

Ellevest Inc’s Iron Mountain IRM Stock Holding History

Ellevest Inc’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
Q3 		$366K Buy
3,317
+113
+4% +$13.5K 0.04% 306
2026
Q2 		$402K Sell
3,204
-393
-11% -$48.2K 0.05% 301
2026
Q1 		$367K Sell
3,597
-653
-15% -$65K 0.05% 287
2025
Q4 		$353K Sell
4,250
-1,587
-27% -$149K 0.05% 291
2025
Q3 		$595K Sell
5,837
-679
-10% -$65.4K 0.09% 181
2025
Q2 		$668K Sell
6,516
-292
-4% -$27.5K 0.11% 140
2025
Q1 		$586K Sell
6,808
-283
-4% -$27.3K 0.04% 169
2024
Q4 		$745K Buy
7,091
+89
+1% +$10.5K 0.04% 137
2024
Q3 		$832K Buy
7,002
+525
+8% +$56.2K 0.05% 131
2024
Q2 		$580K Buy
6,477
+561
+9% +$45.4K 0.03% 177
2024
Q1 		$475K Buy
5,916
+696
+13% +$50.4K 0.03% 213
2023
Q4 		$365K Buy
5,220
+322
+7% +$20.2K 0.02% 252
2023
Q3 		$291K Buy
+4,898
New +$299K 0.02% 269
2023
Q2 		– Sell
-4,239
Closed -$224K – 971
2023
Q1 		$224K Buy
4,239
+528
+14% +$27.7K 0.02% 293
2022
Q4 		$185K Sell
3,711
-232
-6% -$11.7K 0.02% 314
2022
Q3 		$173K Buy
3,943
+625
+19% +$31.6K 0.02% 303
2022
Q2 		$162K Buy
3,318
+2,018
+155% +$106K 0.02% 320
2022
Q1 		$72K Buy
1,300
+662
+104% +$31.5K 0.01% 460
2021
Q4 		$33K Buy
638
+252
+65% +$11.9K ﹤0.01% 608
2021
Q3 		$17K Buy
386
+31
+9% +$1.4K ﹤0.01% 700
2021
Q2 		$15K Buy
355
+100
+39% +$4.19K ﹤0.01% 689
2021
Q1 		$9K Buy
255
+205
+410% +$6.85K ﹤0.01% 798
2020
Q4 		$1K Buy
50
+22
+79% +$610 ﹤0.01% 1067
2020
Q3 		$1K Buy
+28
New +$797 ﹤0.01% 1018

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Ellevest Inc's IRM Position: Q3 2026 in Review

Ellevest Inc increased its Iron Mountain (IRM) stake by 3.5% in Q3 2026, buying an estimated $13.5K and bringing the position to 3,317 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #306.

Ellevest Inc first reported a position in IRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $832K in Q3 2024. 732 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Ellevest Inc held 3,317 shares of Iron Mountain worth $366K as of Q3 2026.
  • Ellevest Inc bought 113 Iron Mountain shares in Q3 2026, an estimated $13.5K.
  • Iron Mountain made up 0.04% of Ellevest Inc's portfolio in Q3 2026, its #306 holding.
  • Ellevest Inc first reported a position in Iron Mountain in Q3 2020 and has held it in 24 quarters since.
  • Ellevest Inc's Iron Mountain position peaked at $832K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.