Fielder Capital Group’s Iron Mountain IRM Stock Holding History

Fielder Capital 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	$249K	Buy	+2,437	New	+$242K	0.05%	231
2025 Q4	–	Sell	-2,381	Closed	-$243K	–	289
2025 Q3	$243K	Sell	2,381 -9	-0.4%	-$867	0.06%	213
2025 Q2	$245K	Sell	2,390 -19	-0.8%	-$1.79K	0.07%	192
2025 Q1	$207K	Buy	2,409 +1	+0%	+$96	0.06%	209
2024 Q4	$253K	Sell	2,408 -31	-1%	-$3.64K	0.08%	166
2024 Q3	$290K	Buy	2,439 +17	+0.7%	+$1.82K	0.1%	138
2024 Q2	$217K	Buy	+2,422	New	+$196K	0.08%	167

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

Fielder Capital Group's IRM Position: Q1 2026 in Review

Fielder Capital Group opened a new position in Iron Mountain (IRM) in Q1 2026: 2,437 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #231 among its holdings. This is a return to the name: Fielder Capital Group previously reported a position in IRM as recently as Q3 2025.

Fielder Capital Group first reported a position in IRM in Q2 2024 and has held it in 7 quarters since. The position peaked at $290K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Fielder Capital Group held 2,437 shares of Iron Mountain worth $249K as of Q1 2026.
Iron Mountain was a new Fielder Capital Group position in Q1 2026.
Iron Mountain made up 0.05% of Fielder Capital Group's portfolio in Q1 2026, its #231 holding.
Fielder Capital Group first reported a position in Iron Mountain in Q2 2024 and has held it in 7 quarters since.
Fielder Capital Group's Iron Mountain position peaked at $290K in Q3 2024.
1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.