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Long Road Investment Counsel’s Iron Mountain IRM Stock Holding History

Long Road Investment Counsel’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 		$357K Hold
3,500
– – 0.14% 70
2025
Q4 		$290K Hold
3,500
– – 0.11% 73
2025
Q3 		$357K Hold
3,500
– – 0.13% 69
2025
Q2 		$359K Hold
3,500
– – 0.13% 70
2025
Q1 		$301K Buy
+3,500
New +$337K 0.12% 76

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Long Road Investment Counsel's IRM Position: Q1 2026 in Review

Long Road Investment Counsel held its Iron Mountain (IRM) position steady in Q1 2026 at 3,500 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #70.

Long Road Investment Counsel first reported a position in IRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $359K in Q2 2025. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Long Road Investment Counsel held 3,500 shares of Iron Mountain worth $357K as of Q1 2026.
  • Long Road Investment Counsel left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up 0.14% of Long Road Investment Counsel's portfolio in Q1 2026, its #70 holding.
  • Long Road Investment Counsel first reported a position in Iron Mountain in Q1 2025 and has held it in 5 quarters since.
  • Long Road Investment Counsel's Iron Mountain position peaked at $359K in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.