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 Q3	$278K	Buy	2,501 +38	+2%	+$4.55K	0.05%	237
2026 Q2	$311K	Buy	2,463 +26	+1%	+$3.19K	0.07%	204
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fielder Capital Group's IRM Position: Q3 2026 in Review

Fielder Capital Group increased its Iron Mountain (IRM) stake by 1.5% in Q3 2026, buying an estimated $4.55K and bringing the position to 2,501 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #237.

Fielder Capital Group first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $311K in Q2 2026. 1,000 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Fielder Capital Group held 2,501 shares of Iron Mountain worth $278K as of Q3 2026.
Fielder Capital Group bought 38 Iron Mountain shares in Q3 2026, an estimated $4.55K.
Iron Mountain made up 0.05% of Fielder Capital Group's portfolio in Q3 2026, its #237 holding.
Fielder Capital Group first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
Fielder Capital Group's Iron Mountain position peaked at $311K in Q2 2026.
1,000 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Fielder Capital Group's 13F filing for Q3 2026, filed 12 Nov 2026.