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Independent Financial Group’s Iron Mountain IRM Stock Holding History

Independent Financial Group’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 		$1.16M Buy
9,146
+1
+0% +$123 0.02% 632
2026
Q1 		$934K Sell
9,145
-171
-2% -$17K 0.02% 651
2025
Q4 		$773K Hold
9,316
– – 0.02% 714
2025
Q3 		$950K Hold
9,316
– – 0.02% 615
2025
Q2 		$956K Sell
9,316
-58
-0.6% -$5.47K 0.03% 562
2025
Q1 		$807K Sell
9,374
-6,359
-40% -$613K 0.03% 543
2024
Q4 		$1.65M Buy
15,733
+1,784
+13% +$210K 0.05% 338
2024
Q3 		$1.66M Buy
13,949
+3,249
+30% +$348K 0.06% 314
2024
Q2 		$959K Sell
10,700
-1,195
-10% -$96.7K 0.04% 419
2024
Q1 		$954K Buy
11,895
+1,123
+10% +$81.3K 0.04% 388
2023
Q4 		$754K Buy
10,772
+7
+0.1% +$439 0.04% 439
2023
Q3 		$640K Sell
10,765
-388
-3% -$23.7K 0.04% 431
2023
Q2 		$634K Buy
11,153
+575
+5% +$31.5K 0.04% 418
2023
Q1 		$560K Buy
10,578
+2
+0% +$105 0.04% 425
2022
Q4 		$527K Sell
10,576
-431
-4% -$21.8K 0.05% 408
2022
Q3 		$484K Buy
11,007
+550
+5% +$27.8K 0.04% 403
2022
Q2 		$509K Sell
10,457
-573
-5% -$30.2K 0.05% 382
2022
Q1 		$611K Sell
11,030
-4,188
-28% -$199K 0.05% 367
2021
Q4 		$796K Sell
15,218
-9,355
-38% -$442K 0.07% 309
2021
Q3 		$1.07M Sell
24,573
-720
-3% -$32.4K 0.11% 200
2021
Q2 		$1.07M Buy
25,293
+2,374
+10% +$99.6K 0.11% 200
2021
Q1 		$848K Sell
22,919
-931
-4% -$31.1K 0.11% 210
2020
Q4 		$703K Buy
23,850
+4,295
+22% +$119K 0.1% 225
2020
Q3 		$524K Sell
19,555
-54
-0.3% -$1.54K 0.1% 227
2020
Q2 		$512K Sell
19,609
-6,628
-25% -$167K 0.11% 220
2020
Q1 		$624K Buy
+26,237
New +$794K 0.18% 138

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

Independent Financial Group's IRM Position: Q2 2026 in Review

Independent Financial Group increased its Iron Mountain (IRM) stake by 0.01% in Q2 2026, buying an estimated $123 and bringing the position to 9,146 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #632.

Independent Financial Group first reported a position in IRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.66M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Independent Financial Group held 9,146 shares of Iron Mountain worth $1.16M as of Q2 2026.
  • Independent Financial Group bought 1 Iron Mountain share in Q2 2026, an estimated $123.
  • Iron Mountain made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #632 holding.
  • Independent Financial Group first reported a position in Iron Mountain in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Iron Mountain position peaked at $1.66M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.