Fiduciary Family Office’s Iron Mountain IRM Stock Holding History

Fiduciary Family Office’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	$433K	Sell	4,236 -126	-3%	-$12.5K	0.12%	116
2025 Q4	$362K	Sell	4,362 -4,324	-50%	-$405K	0.1%	127
2025 Q3	$885K	Buy	8,686 +746	+9%	+$71.9K	0.25%	81
2025 Q2	$814K	Sell	7,940 -642	-7%	-$60.5K	0.27%	73
2025 Q1	$738K	Buy	+8,582	New	+$827K	0.25%	90
2024 Q4	–	Sell	-7,665	Closed	-$911K	–	161
2024 Q3	$911K	Sell	7,665 -670	-8%	-$71.7K	0.3%	71
2024 Q2	$747K	Sell	8,335 -547	-6%	-$44.3K	0.29%	85
2024 Q1	$712K	Buy	8,882 +2,579	+41%	+$187K	0.28%	100
2023 Q4	$441K	Buy	+6,303	New	+$395K	0.19%	132

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Family Office's IRM Position: Q1 2026 in Review

Fiduciary Family Office reduced its Iron Mountain (IRM) stake by 2.9% in Q1 2026, selling an estimated $12.5K and leaving 4,236 shares worth $433K. The position accounts for 0.12% of the portfolio, ranked #116.

Fiduciary Family Office first reported a position in IRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $911K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Fiduciary Family Office held 4,236 shares of Iron Mountain worth $433K as of Q1 2026.
Fiduciary Family Office sold 126 Iron Mountain shares in Q1 2026, an estimated $12.5K.
Iron Mountain made up 0.12% of Fiduciary Family Office's portfolio in Q1 2026, its #116 holding.
Fiduciary Family Office first reported a position in Iron Mountain in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Iron Mountain position peaked at $911K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.