Financial Perspectives’s Iron Mountain IRM Stock Holding History

Financial Perspectives’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	$253K	Hold	2,000	–	–	0.06%	150
2026 Q1	$204K	Hold	2,000	–	–	0.06%	156
2025 Q4	$166K	Hold	2,000	–	–	0.04%	174
2025 Q3	$204K	Hold	2,000	–	–	0.06%	155
2025 Q2	$205K	Hold	2,000	–	–	0.06%	146
2025 Q1	$172K	Hold	2,000	–	–	0.06%	154
2024 Q4	$210K	Hold	2,000	–	–	0.07%	136
2024 Q3	$238K	Hold	2,000	–	–	0.08%	129
2024 Q2	$179K	Hold	2,000	–	–	0.07%	145
2024 Q1	$160K	Hold	2,000	–	–	0.06%	158
2023 Q4	$140K	Hold	2,000	–	–	0.06%	166
2023 Q3	$119K	Hold	2,000	–	–	0.05%	166
2023 Q2	$114K	Hold	2,000	–	–	0.05%	174
2023 Q1	$106K	Hold	2,000	–	–	0.05%	178
2022 Q4	$99.7K	Hold	2,000	–	–	0.05%	176
2022 Q3	$87.9K	Hold	2,000	–	–	0.05%	182
2022 Q2	$97.4K	Hold	2,000	–	–	0.05%	171
2022 Q1	$111K	Hold	2,000	–	–	0.05%	179
2021 Q4	$105K	Hold	2,000	–	–	0.05%	171
2021 Q3	$86.9K	Hold	2,000	–	–	0.04%	182
2021 Q2	$84.6K	Sell	2,000 -72,020	-97%	-$3.02M	0.04%	205
2021 Q1	$2M	Buy	74,020 +72,020	+3,601%	+$2.41M	0.1%	146
2020 Q4	$59K	Hold	2,000	–	–	0.03%	211
2020 Q3	$53.6K	Hold	2,000	–	–	0.04%	196
2020 Q2	$52.2K	Hold	2,000	–	–	0.04%	187
2020 Q1	$47.6K	Hold	2,000	–	–	0.04%	168
2019 Q4	$63.7K	Buy	+2,000	New	+$65.6K	0.04%	156

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 $3.37T AUM 44.26% 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 Perspectives's IRM Position: Q2 2026 in Review

Financial Perspectives held its Iron Mountain (IRM) position steady in Q2 2026 at 2,000 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #150.

Financial Perspectives first reported a position in IRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2M in Q1 2021. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Financial Perspectives held 2,000 shares of Iron Mountain worth $253K as of Q2 2026.
Financial Perspectives left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.06% of Financial Perspectives's portfolio in Q2 2026, its #150 holding.
Financial Perspectives first reported a position in Iron Mountain in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Iron Mountain position peaked at $2M in Q1 2021.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.