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Mark Sheptoff Financial Planning’s Iron Mountain IRM Stock Holding History

Mark Sheptoff Financial Planning’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 		$15.5K Hold
123
– – 0.01% 313
2026
Q1 		$16.2K Hold
123
– – 0.01% 294
2025
Q4 		$10.2K Hold
123
– – ﹤0.01% 348
2025
Q3 		$12.5K Hold
123
– – 0.01% 321
2025
Q2 		$12.6K Hold
123
– – 0.01% 319
2025
Q1 		$10.6K Hold
123
– – 0.01% 319
2024
Q4 		$12.9K Hold
123
– – 0.01% 298
2024
Q3 		$14.6K Hold
123
– – 0.01% 275
2024
Q2 		$11K Buy
+123
New +$9.96K 0.01% 305

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

Mark Sheptoff Financial Planning's IRM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Iron Mountain (IRM) position steady in Q2 2026 at 123 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #313.

Mark Sheptoff Financial Planning first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.2K in Q1 2026. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Mark Sheptoff Financial Planning held 123 shares of Iron Mountain worth $15.5K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #313 holding.
  • Mark Sheptoff Financial Planning first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • Mark Sheptoff Financial Planning's Iron Mountain position peaked at $16.2K in Q1 2026.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.