LI
IRM icon

LRI Investments’s Iron Mountain IRM Stock Holding History

LRI Investments’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 		$35.9K Hold
284
– – ﹤0.01% 611
2026
Q1 		$29K Buy
284
+178
+168% +$17.7K ﹤0.01% 613
2025
Q4 		$8.79K Hold
106
– – ﹤0.01% 907
2025
Q3 		$10.8K Hold
106
– – ﹤0.01% 859
2025
Q2 		$10.9K Hold
106
– – ﹤0.01% 823
2025
Q1 		$9.12K Hold
106
– – ﹤0.01% 810
2024
Q4 		$11.1K Hold
106
– – ﹤0.01% 770
2024
Q3 		$12K Hold
106
– – ﹤0.01% 750
2024
Q2 		$9.5K Hold
106
– – ﹤0.01% 761
2024
Q1 		$8.5K Buy
+106
New +$7.67K ﹤0.01% 541

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

LRI Investments's IRM Position: Q2 2026 in Review

LRI Investments held its Iron Mountain (IRM) position steady in Q2 2026 at 284 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

LRI Investments first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • LRI Investments held 284 shares of Iron Mountain worth $35.9K as of Q2 2026.
  • LRI Investments left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #611 holding.
  • LRI Investments first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.