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Focus Financial Network’s Iron Mountain IRM Stock Holding History

Focus Financial Network’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 		$1.52M Buy
11,927
+4
+0% +$490 0.05% 277
2026
Q1 		$1.23M Sell
11,923
-1,278
-10% -$127K 0.04% 287
2025
Q4 		$1.11M Buy
13,201
+203
+2% +$19K 0.04% 284
2025
Q3 		$1.32M Buy
12,998
+313
+2% +$30.2K 0.05% 262
2025
Q2 		$1.31M Buy
12,685
+875
+7% +$82.5K 0.05% 257
2025
Q1 		$1.03M Buy
11,810
+13
+0.1% +$1.25K 0.04% 278
2024
Q4 		$1.25M Buy
11,797
+3
+0% +$352 0.05% 250
2024
Q3 		$1.41M Buy
11,794
+32
+0.3% +$3.42K 0.06% 225
2024
Q2 		$1.17M Sell
11,762
-360
-3% -$29.1K 0.05% 249
2024
Q1 		$902K Buy
+12,122
New +$877K 0.04% 270
2023
Q4 		– Sell
-13,082
Closed -$786K – 728
2023
Q3 		$786K Buy
13,082
+157
+1% +$9.59K 0.04% 275
2023
Q2 		$742K Buy
12,925
+118
+0.9% +$6.46K 0.04% 282
2023
Q1 		$686K Buy
12,807
+497
+4% +$26K 0.04% 292
2022
Q4 		$621K Buy
12,310
+197
+2% +$9.95K 0.05% 249
2022
Q3 		$540K Buy
12,113
+408
+3% +$20.6K 0.05% 267
2022
Q2 		$577K Buy
11,705
+1,639
+16% +$86.3K 0.05% 265
2022
Q1 		$564K Buy
+10,066
New +$479K 0.04% 281

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

Focus Financial Network's IRM Position: Q2 2026 in Review

Focus Financial Network increased its Iron Mountain (IRM) stake by 0.03% in Q2 2026, buying an estimated $490 and bringing the position to 11,927 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #277.

Focus Financial Network first reported a position in IRM in Q1 2022 and has held it in 17 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Focus Financial Network held 11,927 shares of Iron Mountain worth $1.52M as of Q2 2026.
  • Focus Financial Network bought 4 Iron Mountain shares in Q2 2026, an estimated $490.
  • Iron Mountain made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #277 holding.
  • Focus Financial Network first reported a position in Iron Mountain in Q1 2022 and has held it in 17 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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