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Financial Consulate’s Iron Mountain IRM Stock Holding History

Financial Consulate’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 		$1.26K Hold
10
– – ﹤0.01% 1114
2026
Q1 		$1.02K Hold
10
– – ﹤0.01% 1106
2025
Q4 		$830 Sell
10
-12
-55% -$1.12K ﹤0.01% 1057
2025
Q3 		$2.24K Buy
+22
New +$2.12K ﹤0.01% 765

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

Financial Consulate's IRM Position: Q2 2026 in Review

Financial Consulate held its Iron Mountain (IRM) position steady in Q2 2026 at 10 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Financial Consulate first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.24K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Financial Consulate held 10 shares of Iron Mountain worth $1.26K as of Q2 2026.
  • Financial Consulate left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1114 holding.
  • Financial Consulate first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Iron Mountain position peaked at $2.24K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.