FGP
IRM icon

Freestone Grove Partners’s Iron Mountain IRM Stock Holding History

Freestone Grove Partners’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 		$600K Buy
+4,753
New +$583K ﹤0.01% 625
2025
Q4 		– Sell
-2,798
Closed -$285K – 824
2025
Q3 		$285K Buy
2,798
+792
+39% +$76.3K ﹤0.01% 617
2025
Q2 		$206K Buy
+2,006
New +$189K ﹤0.01% 633
2025
Q1 		– Sell
-4,936
Closed -$519K – 688
2024
Q4 		$519K Buy
+4,936
New +$580K 0.01% 375

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

Freestone Grove Partners's IRM Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Iron Mountain (IRM) in Q2 2026: 4,753 shares worth $600K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in IRM as recently as Q3 2025.

Freestone Grove Partners first reported a position in IRM in Q4 2024 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Freestone Grove Partners held 4,753 shares of Iron Mountain worth $600K as of Q2 2026.
  • Iron Mountain was a new Freestone Grove Partners position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #625 holding.
  • Freestone Grove Partners first reported a position in Iron Mountain in Q4 2024 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.