Fiduciary Group’s Iron Mountain IRM Stock Holding History

Fiduciary Group’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	$715K	Hold	7,000	–	–	0.06%	182
2025 Q4	$581K	Hold	7,000	–	–	0.05%	192
2025 Q3	$714K	Hold	7,000	–	–	0.06%	180
2025 Q2	$718K	Hold	7,000	–	–	0.07%	174
2025 Q1	$602K	Hold	7,000	–	–	0.06%	179
2024 Q4	$736K	Sell	7,000 -250	-3%	-$29.4K	0.07%	172
2024 Q3	$862K	Hold	7,250	–	–	0.09%	160
2024 Q2	$650K	Hold	7,250	–	–	0.07%	166
2024 Q1	$582K	Hold	7,250	–	–	0.06%	171
2023 Q4	$507K	Hold	7,250	–	–	0.06%	177
2023 Q3	$431K	Hold	7,250	–	–	0.06%	176
2023 Q2	$412K	Hold	7,250	–	–	0.05%	179
2023 Q1	$384K	Hold	7,250	–	–	0.05%	182
2022 Q4	$361K	Hold	7,250	–	–	0.05%	179
2022 Q3	$381K	Hold	7,250	–	–	0.05%	172
2022 Q2	$389K	Hold	7,250	–	–	0.05%	177
2022 Q1	$366K	Hold	7,250	–	–	0.05%	172
2021 Q4	$379K	Hold	7,250	–	–	0.04%	177
2021 Q3	$335K	Hold	7,250	–	–	0.04%	185
2021 Q2	$314K	Hold	7,250	–	–	0.04%	191
2021 Q1	$291K	Buy	7,250 +100	+1%	+$3.34K	0.04%	192
2020 Q4	$238K	Buy	+7,150	New	+$198K	0.03%	200

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 Group's IRM Position: Q1 2026 in Review

Fiduciary Group held its Iron Mountain (IRM) position steady in Q1 2026 at 7,000 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #182.

Fiduciary Group first reported a position in IRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $862K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Fiduciary Group held 7,000 shares of Iron Mountain worth $715K as of Q1 2026.
Fiduciary Group left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.06% of Fiduciary Group's portfolio in Q1 2026, its #182 holding.
Fiduciary Group first reported a position in Iron Mountain in Q4 2020 and has held it in 22 quarters since.
Fiduciary Group's Iron Mountain position peaked at $862K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.