Keystone Financial Group (Kentucky)’s Iron Mountain IRM Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	$274K	Hold	2,679	–	–	0.02%	416
2025 Q4	$222K	Sell	2,679 -1,000	-27%	-$93.6K	0.02%	413
2025 Q3	$375K	Buy	3,679 +1,000	+37%	+$96.3K	0.03%	284
2025 Q2	$275K	Sell	2,679 -502	-16%	-$47.3K	0.02%	342
2025 Q1	$274K	Buy	3,181 +8	+0.3%	+$771	0.03%	314
2024 Q4	$333K	Sell	3,173 -1,048	-25%	-$123K	0.03%	275
2024 Q3	$502K	Buy	4,221 +1,370	+48%	+$147K	0.06%	191
2024 Q2	$255K	Buy	+2,851	New	+$231K	0.09%	136

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IRM Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) held its Iron Mountain (IRM) position steady in Q1 2026 at 2,679 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #416.

Keystone Financial Group (Kentucky) first reported a position in IRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $502K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Keystone Financial Group (Kentucky) held 2,679 shares of Iron Mountain worth $274K as of Q1 2026.
Keystone Financial Group (Kentucky) left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #416 holding.
Keystone Financial Group (Kentucky) first reported a position in Iron Mountain in Q2 2024 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s Iron Mountain position peaked at $502K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.