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Founders Financial Alliance’s Iron Mountain IRM Stock Holding History

Founders Financial Alliance’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 		$1.14M Buy
9,023
+4
+0% +$490 0.15% 135
2026
Q1 		$921K Buy
9,019
+42
+0.5% +$4.18K 0.17% 130
2025
Q4 		$745K Buy
8,977
+21
+0.2% +$1.97K 0.14% 147
2025
Q3 		$913K Buy
8,956
+26
+0.3% +$2.5K 0.17% 119
2025
Q2 		$916K Sell
8,930
-99
-1% -$9.33K 0.21% 106
2025
Q1 		$777K Buy
9,029
+22
+0.2% +$2.12K 0.19% 113
2024
Q4 		$947K Sell
9,007
-485
-5% -$57K 0.26% 89
2024
Q3 		$1.13M Buy
9,492
+25
+0.3% +$2.67K 0.31% 75
2024
Q2 		$848K Sell
9,467
-44
-0.5% -$3.56K 0.25% 91
2024
Q1 		$763K Sell
9,511
-1
-0% -$72 0.23% 97
2023
Q4 		$666K Sell
9,512
-663
-7% -$41.6K 0.26% 85
2023
Q3 		$605K Sell
10,175
-84
-0.8% -$5.13K 0.26% 87
2023
Q2 		$583K Buy
10,259
+232
+2% +$12.7K 0.23% 93
2023
Q1 		$529K Sell
10,027
-585
-6% -$30.7K 0.26% 91
2022
Q4 		$529K Buy
10,612
+892
+9% +$45K 0.24% 99
2022
Q3 		$427K Buy
+9,720
New +$491K 0.22% 107
2022
Q2 		– Sell
-9,493
Closed -$526K – 525
2022
Q1 		$526K Sell
9,493
-1,272
-12% -$60.6K 0.23% 97
2021
Q4 		$563K Buy
10,765
+611
+6% +$28.9K 0.23% 101
2021
Q3 		$441K Buy
10,154
+1,616
+19% +$72.7K 0.21% 112
2021
Q2 		$361K Buy
8,538
+1,232
+17% +$51.7K 0.16% 142
2021
Q1 		$270K Buy
+7,306
New +$244K 0.13% 176
2020
Q4 		– Sell
-3,256
Closed -$88K – 840
2020
Q3 		$88K Buy
+3,256
New +$92.7K 0.05% 288

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

Founders Financial Alliance's IRM Position: Q2 2026 in Review

Founders Financial Alliance increased its Iron Mountain (IRM) stake by 0.04% in Q2 2026, buying an estimated $490 and bringing the position to 9,023 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #135.

Founders Financial Alliance first reported a position in IRM in Q3 2020 and has held it in 22 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Founders Financial Alliance held 9,023 shares of Iron Mountain worth $1.14M as of Q2 2026.
  • Founders Financial Alliance bought 4 Iron Mountain shares in Q2 2026, an estimated $490.
  • Iron Mountain made up 0.15% of Founders Financial Alliance's portfolio in Q2 2026, its #135 holding.
  • Founders Financial Alliance first reported a position in Iron Mountain in Q3 2020 and has held it in 22 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.