Financial Engines Advisors’s Iron Mountain IRM Stock Holding History

Financial Engines Advisors’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	$282K	Buy	+2,229	New	+$273K	﹤0.01%	503
2021 Q4	–	Sell	-19,034	Closed	-$838K	–	283
2021 Q3	$838K	Sell	19,034 -2,994	-14%	-$135K	﹤0.01%	125
2021 Q2	$946K	Hold	22,028	–	–	﹤0.01%	105
2021 Q1	$829K	Sell	22,028 -873	-4%	-$29.2K	﹤0.01%	128
2020 Q4	$689K	Buy	22,901 +250	+1%	+$6.94K	﹤0.01%	142
2020 Q3	$621K	Buy	+22,651	New	+$645K	﹤0.01%	145

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Financial Engines Advisors's IRM Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 2,229 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in IRM as recently as Q3 2021.

Financial Engines Advisors first reported a position in IRM in Q3 2020 and has held it in 6 quarters since. The position peaked at $946K in Q2 2021. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Financial Engines Advisors held 2,229 shares of Iron Mountain worth $282K as of Q2 2026.
Iron Mountain was a new Financial Engines Advisors position in Q2 2026.
Iron Mountain made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #503 holding.
Financial Engines Advisors first reported a position in Iron Mountain in Q3 2020 and has held it in 6 quarters since.
Financial Engines Advisors's Iron Mountain position peaked at $946K in Q2 2021.
1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.