First Command Advisory Services’s Iron Mountain IRM Stock Holding History

First Command Advisory Services’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	$30.1K	Sell	237 -980	-81%	-$120K	﹤0.01%	565
2026 Q1	$124K	Buy	1,217 +117	+11%	+$11.6K	﹤0.01%	238
2025 Q4	$91.2K	Hold	1,100	–	–	﹤0.01%	255
2025 Q3	$112K	Hold	1,100	–	–	﹤0.01%	227
2025 Q2	$113K	Hold	1,100	–	–	﹤0.01%	214
2025 Q1	$94.6K	Hold	1,100	–	–	﹤0.01%	228
2024 Q4	$116K	Hold	1,100	–	–	﹤0.01%	211
2024 Q3	$131K	Hold	1,100	–	–	﹤0.01%	207
2024 Q2	$98.6K	Hold	1,100	–	–	﹤0.01%	209
2024 Q1	$88.2K	Buy	+1,100	New	+$79.6K	﹤0.01%	214

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

First Command Advisory Services's IRM Position: Q2 2026 in Review

First Command Advisory Services reduced its Iron Mountain (IRM) stake by 81% in Q2 2026, selling an estimated $120K and leaving 237 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

First Command Advisory Services first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $131K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

First Command Advisory Services held 237 shares of Iron Mountain worth $30.1K as of Q2 2026.
First Command Advisory Services sold 980 Iron Mountain shares in Q2 2026, an estimated $120K.
Iron Mountain made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #565 holding.
First Command Advisory Services first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
First Command Advisory Services's Iron Mountain position peaked at $131K in Q3 2024.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.