Larson Financial Group
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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
Q3 		$974K Buy
8,781
+962
+12% +$115K 0.02% 375
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% +$9.9K ﹤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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's IRM Position: Q3 2026 in Review

Larson Financial Group increased its Iron Mountain (IRM) stake by 12% in Q3 2026, buying an estimated $115K and bringing the position to 8,781 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #375.

Larson Financial Group first reported a position in IRM in Q4 2018 and has held it in 25 quarters since. The position peaked at $988K in Q2 2026. 797 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Larson Financial Group held 8,781 shares of Iron Mountain worth $974K as of Q3 2026.
  • Larson Financial Group bought 962 Iron Mountain shares in Q3 2026, an estimated $115K.
  • Iron Mountain made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #375 holding.
  • Larson Financial Group first reported a position in Iron Mountain in Q4 2018 and has held it in 25 quarters since.
  • Larson Financial Group's Iron Mountain position peaked at $988K in Q2 2026.
  • 797 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.