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Larson Financial Group’s Iron Mountain IRM Stock Holding History

Larson 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 		$988K Buy
7,819
+529
+7% +$64.9K 0.03% 368
2026
Q1 		$745K Buy
7,290
+5,338
+273% +$531K 0.02% 370
2025
Q4 		$162K Buy
1,952
+429
+28% +$40.2K 0.01% 762
2025
Q3 		$155K Sell
1,523
-926
-38% -$89.2K 0.01% 762
2025
Q2 		$251K Buy
2,449
+790
+48% +$74.5K 0.01% 617
2025
Q1 		$143K Buy
1,659
+1,101
+197% +$106K 0.01% 692
2024
Q4 		$58.7K Buy
558
+1
+0.2% +$117 ﹤0.01% 854
2024
Q3 		$66.2K Buy
557
+128
+30% +$13.7K ﹤0.01% 830
2024
Q2 		$38.4K Sell
429
-354
-45% -$28.6K ﹤0.01% 874
2024
Q1 		$62.8K Sell
783
-450
-36% -$32.6K ﹤0.01% 638
2023
Q4 		$86.3K Sell
1,233
-3
-0.2% -$188 0.01% 522
2023
Q3 		$73.5K Buy
1,236
+1,207
+4,162% +$73.8K 0.01% 520
2023
Q2 		$1.64K Sell
29
-217
-88% -$11.9K ﹤0.01% 1300
2023
Q1 		$13K Buy
246
+20
+9% +$1.05K ﹤0.01% 853
2022
Q4 		$11.3K Sell
226
-27
-11% -$1.36K ﹤0.01% 828
2022
Q3 		$11K Buy
253
+197
+352% +$9.95K ﹤0.01% 773
2022
Q2 		$3K Buy
+56
New +$2.95K ﹤0.01% 965
2020
Q3 		– Sell
-1,329
Closed -$35K – 782
2020
Q2 		$35K Buy
1,329
+6
+0.5% +$152 0.02% 220
2020
Q1 		$31K Buy
1,323
+289
+28% +$8.75K 0.02% 191
2019
Q4 		$33K Buy
1,034
+307
+42% +$10.1K 0.02% 178
2019
Q3 		$24K Buy
727
+4
+0.6% +$126 0.02% 200
2019
Q2 		$23K Buy
723
+542
+299% +$17.8K 0.02% 176
2019
Q1 		$6K Buy
181
+1
+0.6% +$35 ﹤0.01% 272
2018
Q4 		$6K Buy
+180
New +$5.9K 0.01% 261

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

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

Larson Financial Group increased its Iron Mountain (IRM) stake by 7.3% in Q2 2026, buying an estimated $64.9K and bringing the position to 7,819 shares worth $988K. The position accounts for 0.03% of the portfolio, ranked #368.

Larson Financial Group first reported a position in IRM in Q4 2018 and has held it in 24 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Larson Financial Group held 7,819 shares of Iron Mountain worth $988K as of Q2 2026.
  • Larson Financial Group bought 529 Iron Mountain shares in Q2 2026, an estimated $64.9K.
  • Iron Mountain made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #368 holding.
  • Larson Financial Group first reported a position in Iron Mountain in Q4 2018 and has held it in 24 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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