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Kohmann Bosshard Financial Services’s Iron Mountain IRM Stock Holding History

Kohmann Bosshard 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
Q1 		– Sell
-545
Closed -$45.2K – 402
2025
Q4 		$45.2K Buy
+545
New +$51K ﹤0.01% 560
2025
Q1 		– Sell
-607
Closed -$63.8K – 527
2024
Q4 		$63.8K Buy
+607
New +$71.3K 0.01% 302

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kohmann Bosshard Financial Services's IRM Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 545 shares — an estimated $45.2K sold.

Kohmann Bosshard Financial Services first reported a position in IRM in Q4 2024 and held it in 2 quarters. The position peaked at $63.8K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 545 Iron Mountain shares in Q1 2026, an estimated $45.2K.
  • Kohmann Bosshard Financial Services first reported a position in Iron Mountain in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Iron Mountain position peaked at $63.8K in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.