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Hughes Financial Services’s Iron Mountain IRM Stock Holding History

Hughes Financial 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 		$3.16K Buy
25
+17
+213% +$2.08K ﹤0.01% 648
2026
Q1 		$817 Buy
8
+6
+300% +$597 ﹤0.01% 812
2025
Q4 		$166 Sell
2
-10
-83% -$936 ﹤0.01% 1011
2025
Q3 		$1.23K Sell
12
-1
-8% -$96 ﹤0.01% 673
2025
Q2 		$1.17K Sell
13
-12
-48% -$1.13K ﹤0.01% 656
2025
Q1 		$2.17K Buy
+25
New +$2.41K ﹤0.01% 557

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 $3.38T AUM 44.17% 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

Hughes Financial Services's IRM Position: Q2 2026 in Review

Hughes Financial Services increased its Iron Mountain (IRM) stake by 213% in Q2 2026, buying an estimated $2.08K and bringing the position to 25 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Hughes Financial Services first reported a position in IRM in Q1 2025 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Hughes Financial Services held 25 shares of Iron Mountain worth $3.16K as of Q2 2026.
  • Hughes Financial Services bought 17 Iron Mountain shares in Q2 2026, an estimated $2.08K.
  • Iron Mountain made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #648 holding.
  • Hughes Financial Services first reported a position in Iron Mountain in Q1 2025 and has held it in 6 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.