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Financial Management Professionals’s Iron Mountain IRM Stock Holding History

Financial Management Professionals’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 		$680K Buy
5,349
+12
+0.2% +$1.47K 0.06% 94
2026
Q1 		$550K Buy
5,337
+72
+1% +$7.16K 0.06% 97
2025
Q4 		$441K Sell
5,265
-8
-0.2% -$749 0.05% 105
2025
Q3 		$542K Buy
5,273
+33
+0.6% +$3.18K 0.06% 96
2025
Q2 		$542K Sell
5,240
-334
-6% -$31.5K 0.06% 90
2025
Q1 		$480K Buy
5,574
+140
+3% +$13.5K 0.06% 92
2024
Q4 		$571K Buy
5,434
+589
+12% +$69.2K 0.07% 87
2024
Q3 		$576K Buy
4,845
+71
+1% +$7.59K 0.07% 81
2024
Q2 		$428K Buy
4,774
+408
+9% +$33K 0.06% 93
2024
Q1 		$350K Sell
4,366
-1,585
-27% -$115K 0.05% 105
2023
Q4 		$416K Buy
5,951
+621
+12% +$39K 0.07% 80
2023
Q3 		$317K Sell
5,330
-280
-5% -$17.1K 0.06% 89
2023
Q2 		$319K Buy
5,610
+496
+10% +$27.2K 0.05% 89
2023
Q1 		$271K Buy
5,114
+520
+11% +$27.2K 0.05% 99
2022
Q4 		$229K Buy
4,594
+723
+19% +$36.5K 0.05% 103
2022
Q3 		$170K Buy
3,871
+837
+28% +$42.3K 0.04% 113
2022
Q2 		$148K Buy
3,034
+438
+17% +$23.1K 0.04% 119
2022
Q1 		$144K Buy
2,596
+660
+34% +$31.4K 0.03% 133
2021
Q4 		$101K Buy
1,936
+53
+3% +$2.5K 0.02% 171
2021
Q3 		$82K Buy
1,883
+31
+2% +$1.4K 0.02% 183
2021
Q2 		$78K Buy
1,852
+45
+2% +$1.89K 0.02% 181
2021
Q1 		$67K Buy
1,807
+1,743
+2,723% +$58.3K 0.02% 198
2020
Q4 		$2K Hold
64
– – ﹤0.01% 552
2020
Q3 		$2K Buy
64
+11
+21% +$313 ﹤0.01% 512
2020
Q2 		$1K Buy
+53
New +$1.34K ﹤0.01% 551

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 Management Professionals's IRM Position: Q2 2026 in Review

Financial Management Professionals increased its Iron Mountain (IRM) stake by 0.22% in Q2 2026, buying an estimated $1.47K and bringing the position to 5,349 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #94.

Financial Management Professionals first reported a position in IRM in Q2 2020 and has held it in 25 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Financial Management Professionals held 5,349 shares of Iron Mountain worth $680K as of Q2 2026.
  • Financial Management Professionals bought 12 Iron Mountain shares in Q2 2026, an estimated $1.47K.
  • Iron Mountain made up 0.06% of Financial Management Professionals's portfolio in Q2 2026, its #94 holding.
  • Financial Management Professionals first reported a position in Iron Mountain in Q2 2020 and has held it in 25 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.