FMI
IRM icon

F/M Investments’s Iron Mountain IRM Stock Holding History

F/M Investments’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 		$1.42M Sell
11,215
-60
-0.5% -$7.36K 0.07% 149
2026
Q1 		$1.15M Sell
11,275
-10,745
-49% -$1.07M 0.08% 154
2025
Q4 		$1.83M Sell
22,020
-1,086
-5% -$102K 0.07% 249
2025
Q3 		$2.36M Sell
23,106
-500
-2% -$48.2K 0.09% 219
2025
Q2 		$2.42M Buy
23,606
+1,200
+5% +$113K 0.09% 213
2025
Q1 		$1.93M Sell
22,406
-1,031
-4% -$99.3K 0.08% 235
2024
Q4 		$2.46M Buy
23,437
+4,309
+23% +$506K 0.09% 203
2024
Q3 		$2.27M Sell
19,128
-2,132
-10% -$228K 0.07% 206
2024
Q2 		$1.92M Buy
+21,260
New +$1.72M 0.07% 209

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

F/M Investments's IRM Position: Q2 2026 in Review

F/M Investments reduced its Iron Mountain (IRM) stake by 0.53% in Q2 2026, selling an estimated $7.36K and leaving 11,215 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #149.

F/M Investments first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.46M in Q4 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • F/M Investments held 11,215 shares of Iron Mountain worth $1.42M as of Q2 2026.
  • F/M Investments sold 60 Iron Mountain shares in Q2 2026, an estimated $7.36K.
  • Iron Mountain made up 0.07% of F/M Investments's portfolio in Q2 2026, its #149 holding.
  • F/M Investments first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • F/M Investments's Iron Mountain position peaked at $2.46M in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.