Financial Avengers’s Iron Mountain IRM Stock Holding History

Financial Avengers’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	$63.1K	Buy	618 +7	+1%	+$696	0.03%	51
2025 Q4	$50.7K	Buy	611 +4	+0.7%	+$374	0.02%	62
2025 Q3	$61.9K	Buy	607 +5	+0.8%	+$482	0.03%	56
2025 Q2	$61.8K	Buy	602 +6	+1%	+$566	0.03%	57
2025 Q1	$51.3K	Buy	596 +4	+0.7%	+$385	0.03%	63
2024 Q4	$62.2K	Buy	592 +3	+0.5%	+$352	0.03%	58
2024 Q3	$69.9K	Buy	589 +5	+0.9%	+$535	0.03%	57
2024 Q2	$52.4K	Buy	584 +4	+0.7%	+$324	0.03%	56
2024 Q1	$46.1K	Buy	580 +6	+1%	+$434	0.02%	60
2023 Q4	$40.2K	Buy	574 +6	+1%	+$376	0.02%	65
2023 Q3	$33.7K	Buy	568 +6	+1%	+$367	0.02%	66
2023 Q2	$31.9K	Buy	562 +7	+1%	+$383	0.02%	71
2023 Q1	$29.4K	Buy	555 +7	+1%	+$367	0.02%	74
2022 Q4	$27.3K	Buy	548 +7	+1%	+$353	0.02%	75
2022 Q3	$24K	Buy	541 +7	+1%	+$353	0.02%	75
2022 Q2	$26K	Buy	534 +5	+0.9%	+$263	0.02%	76
2022 Q1	$29K	Buy	529 +7	+1%	+$333	0.02%	79
2021 Q4	$27K	Buy	522 +8	+2%	+$378	0.02%	86
2021 Q3	$22K	Buy	514 +7	+1%	+$315	0.01%	91
2021 Q2	$21K	Buy	507 +8	+2%	+$336	0.01%	93
2021 Q1	$18K	Buy	499 +11	+2%	+$368	0.01%	97
2020 Q4	$14K	Buy	+488	New	+$13.5K	0.01%	98

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

Financial Avengers's IRM Position: Q1 2026 in Review

Financial Avengers increased its Iron Mountain (IRM) stake by 1.1% in Q1 2026, buying an estimated $696 and bringing the position to 618 shares worth $63.1K. The position accounts for 0.03% of the portfolio, ranked #51.

Financial Avengers first reported a position in IRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $69.9K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Financial Avengers held 618 shares of Iron Mountain worth $63.1K as of Q1 2026.
Financial Avengers bought 7 Iron Mountain shares in Q1 2026, an estimated $696.
Iron Mountain made up 0.03% of Financial Avengers's portfolio in Q1 2026, its #51 holding.
Financial Avengers first reported a position in Iron Mountain in Q4 2020 and has held it in 22 quarters since.
Financial Avengers's Iron Mountain position peaked at $69.9K in Q3 2024.
1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.