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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's IRM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Iron Mountain (IRM) position steady in Q1 2026 at 123 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #294.

Mark Sheptoff Financial Planning first reported a position in IRM in Q2 2024 and has held it in 8 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Mark Sheptoff Financial Planning held 123 shares of Iron Mountain worth $16.2K as of Q1 2026.
Mark Sheptoff Financial Planning left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #294 holding.
Mark Sheptoff Financial Planning first reported a position in Iron Mountain in Q2 2024 and has held it in 8 quarters since.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.