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Mather Group’s Iron Mountain IRM Stock Holding History

Mather Group’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 		$414K Buy
3,274
+180
+6% +$22.1K ﹤0.01% 589
2026
Q1 		$316K Sell
3,094
-7
-0.2% -$696 ﹤0.01% 606
2025
Q4 		$257K Buy
3,101
+619
+25% +$57.9K ﹤0.01% 560
2025
Q3 		$253K Sell
2,482
-44
-2% -$4.24K ﹤0.01% 561
2025
Q2 		$259K Buy
2,526
+59
+2% +$5.56K ﹤0.01% 535
2025
Q1 		$212K Sell
2,467
-115
-4% -$11.1K ﹤0.01% 572
2024
Q4 		$271K Buy
2,582
+113
+5% +$13.3K ﹤0.01% 484
2024
Q3 		$293K Sell
2,469
-1,545
-38% -$165K ﹤0.01% 475
2024
Q2 		$322K Buy
4,014
+1,632
+69% +$132K ﹤0.01% 513
2024
Q1 		$167K Buy
+2,382
New +$172K ﹤0.01% 571

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

Mather Group's IRM Position: Q2 2026 in Review

Mather Group increased its Iron Mountain (IRM) stake by 5.8% in Q2 2026, buying an estimated $22.1K and bringing the position to 3,274 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Mather Group first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Mather Group held 3,274 shares of Iron Mountain worth $414K as of Q2 2026.
  • Mather Group bought 180 Iron Mountain shares in Q2 2026, an estimated $22.1K.
  • Iron Mountain made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #589 holding.
  • Mather Group first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.