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Johnson Financial Group Inc (Wisconsin)’s Iron Mountain IRM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$2.8K Sell
22
-50
-69% -$6.13K ﹤0.01% 746
2026
Q1 		$7.36K Hold
72
– – ﹤0.01% 662
2025
Q4 		$6.04K Sell
72
-243
-77% -$22.7K ﹤0.01% 692
2025
Q3 		$32.4K Buy
+315
New +$30.3K ﹤0.01% 667
2024
Q3 		– Hold
0
– – – 905
2024
Q1 		– Sell
-380
Closed -$26.8K – 887
2023
Q4 		$26.8K Sell
380
-50
-12% -$3.14K ﹤0.01% 512
2023
Q3 		$25.6K Hold
430
– – ﹤0.01% 459
2023
Q2 		$24.4K Hold
430
– – ﹤0.01% 475
2023
Q1 		$22.8K Buy
+430
New +$22.5K ﹤0.01% 474
2018
Q3 		– Sell
-7
Closed – – 552
2018
Q2 		$0 Buy
+7
New +$236 ﹤0.01% 562

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

Johnson Financial Group Inc (Wisconsin)'s IRM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Iron Mountain (IRM) stake by 69% in Q2 2026, selling an estimated $6.13K and leaving 22 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Johnson Financial Group Inc (Wisconsin) first reported a position in IRM in Q2 2018 and has held it in 9 quarters since. The position peaked at $32.4K in Q3 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 22 shares of Iron Mountain worth $2.8K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 50 Iron Mountain shares in Q2 2026, an estimated $6.13K.
  • Iron Mountain made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #746 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Iron Mountain in Q2 2018 and has held it in 9 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Iron Mountain position peaked at $32.4K in Q3 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.