FFO
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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
Q2 		$522K Sell
4,132
-104
-2% -$12.8K 0.13% 112
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
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

Fiduciary Family Office's IRM Position: Q2 2026 in Review

Fiduciary Family Office reduced its Iron Mountain (IRM) stake by 2.5% in Q2 2026, selling an estimated $12.8K and leaving 4,132 shares worth $522K. The position accounts for 0.13% of the portfolio, ranked #112.

Fiduciary Family Office first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $911K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Fiduciary Family Office held 4,132 shares of Iron Mountain worth $522K as of Q2 2026.
  • Fiduciary Family Office sold 104 Iron Mountain shares in Q2 2026, an estimated $12.8K.
  • Iron Mountain made up 0.13% of Fiduciary Family Office's portfolio in Q2 2026, its #112 holding.
  • Fiduciary Family Office first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's Iron Mountain position peaked at $911K in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.