FFO
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Fortitude Family Office’s Iron Mountain IRM Stock Holding History

Fortitude Family Office’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 		$393K Hold
3,112
– – 0.08% 102
2026
Q1 		$318K Hold
3,112
– – 0.07% 104
2025
Q4 		$258K Sell
3,112
-6
-0.2% -$562 0.06% 124
2025
Q3 		$318K Hold
3,118
– – 0.09% 111
2025
Q2 		$320K Sell
3,118
-1,491
-32% -$141K 0.11% 101
2025
Q1 		$397K Sell
4,609
-4,086
-47% -$394K 0.14% 79
2024
Q4 		$914K Buy
8,695
+147
+2% +$17.3K 0.33% 48
2024
Q3 		$1.02M Buy
8,548
+7,075
+480% +$757K 0.4% 35
2024
Q2 		$132K Hold
1,473
– – 0.07% 98
2024
Q1 		$118K Hold
1,473
– – 0.08% 94
2023
Q4 		$103K Buy
+1,473
New +$92.4K 0.08% 101

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

Fortitude Family Office's IRM Position: Q2 2026 in Review

Fortitude Family Office held its Iron Mountain (IRM) position steady in Q2 2026 at 3,112 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #102.

Fortitude Family Office first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Fortitude Family Office held 3,112 shares of Iron Mountain worth $393K as of Q2 2026.
  • Fortitude Family Office left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.08% of Fortitude Family Office's portfolio in Q2 2026, its #102 holding.
  • Fortitude Family Office first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Iron Mountain position peaked at $1.02M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.