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Lee Financial’s Iron Mountain IRM Stock Holding History

Lee Financial’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 		$879K Buy
+6,960
New +$853K 0.11% 86
2022
Q3 		– Sell
-565
Closed -$28K – 909
2022
Q2 		$28K Buy
565
+30
+6% +$1.58K 0.01% 296
2022
Q1 		$30K Buy
535
+35
+7% +$1.67K 0.01% 286
2021
Q4 		$26K Sell
500
-150
-23% -$7.09K ﹤0.01% 327
2021
Q3 		$28K Buy
650
+500
+333% +$22.5K 0.01% 291
2021
Q2 		$6K Buy
+150
New +$6.29K ﹤0.01% 451

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

Lee Financial's IRM Position: Q2 2026 in Review

Lee Financial opened a new position in Iron Mountain (IRM) in Q2 2026: 6,960 shares worth $879K. The stake represents 0.11% of the portfolio and ranks #86 among its holdings. This is a return to the name: Lee Financial previously reported a position in IRM as recently as Q2 2022.

Lee Financial first reported a position in IRM in Q2 2021 and has held it in 6 quarters since. 1,169 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Lee Financial held 6,960 shares of Iron Mountain worth $879K as of Q2 2026.
  • Iron Mountain was a new Lee Financial position in Q2 2026.
  • Iron Mountain made up 0.11% of Lee Financial's portfolio in Q2 2026, its #86 holding.
  • Lee Financial first reported a position in Iron Mountain in Q2 2021 and has held it in 6 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.