Jones Financial Companies
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Jones Financial Companies’s Iron Mountain IRM Stock Holding History

Jones Financial Companies’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 		$6.03M Buy
45,566
+1,030
+2% +$126K ﹤0.01% 1112
2026
Q1 		$4.38M Buy
44,536
+21,518
+93% +$2.14M ﹤0.01% 1124
2025
Q4 		$1.91M Buy
23,018
+4,943
+27% +$463K ﹤0.01% 975
2025
Q3 		$1.82M Buy
18,075
+1,202
+7% +$116K ﹤0.01% 891
2025
Q2 		$1.73M Buy
16,873
+5,604
+50% +$528K ﹤0.01% 798
2025
Q1 		$959K Buy
11,269
+4,151
+58% +$400K ﹤0.01% 880
2024
Q4 		$748K Buy
7,118
+4,310
+153% +$506K ﹤0.01% 844
2024
Q3 		$328K Buy
2,808
+2,177
+345% +$233K ﹤0.01% 973
2024
Q2 		$56.6K Buy
+631
New +$51.1K ﹤0.01% 1212
2021
Q2 		– Sell
-1,000
Closed -$37K – 715
2021
Q1 		$37K Buy
+1,000
New +$33.4K ﹤0.01% 392

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

Jones Financial Companies's IRM Position: Q2 2026 in Review

Jones Financial Companies increased its Iron Mountain (IRM) stake by 2.3% in Q2 2026, buying an estimated $126K and bringing the position to 45,566 shares worth $6.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Jones Financial Companies first reported a position in IRM in Q1 2021 and has held it in 10 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Jones Financial Companies held 45,566 shares of Iron Mountain worth $6.03M as of Q2 2026.
  • Jones Financial Companies bought 1,030 Iron Mountain shares in Q2 2026, an estimated $126K.
  • Iron Mountain made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1112 holding.
  • Jones Financial Companies first reported a position in Iron Mountain in Q1 2021 and has held it in 10 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.