LifeSteps Financial’s Iron Mountain IRM Stock Holding History

LifeSteps 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	$10.1K	Buy	+80	New	+$9.81K	﹤0.01%	413

Other funds holding IRM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LifeSteps Financial's IRM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Iron Mountain (IRM) in Q2 2026: 80 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

427 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

LifeSteps Financial held 80 shares of Iron Mountain worth $10.1K as of Q2 2026.
Iron Mountain was a new LifeSteps Financial position in Q2 2026.
Iron Mountain made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #413 holding.
427 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.