MFG
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Merit Financial Group’s Iron Mountain IRM Stock Holding History

Merit Financial 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 		$3.38M Buy
26,724
+1,691
+7% +$207K 0.02% 548
2026
Q1 		$2.56M Buy
25,033
+4,363
+21% +$434K 0.02% 575
2025
Q4 		$1.71M Buy
20,670
+740
+4% +$69.3K 0.01% 703
2025
Q3 		$2.03M Buy
19,930
+109
+0.5% +$10.5K 0.02% 569
2025
Q2 		$2.03M Buy
19,821
+4,543
+30% +$428K 0.02% 516
2025
Q1 		$1.31M Buy
15,278
+345
+2% +$33.2K 0.02% 557
2024
Q4 		$1.57M Buy
14,933
+7,137
+92% +$839K 0.03% 402
2024
Q3 		$926K Sell
7,796
-817
-9% -$87.4K 0.02% 444
2024
Q2 		$772K Sell
8,613
-40
-0.5% -$3.24K 0.02% 478
2024
Q1 		$652K Sell
8,653
-25
-0.3% -$1.81K 0.02% 508
2023
Q4 		$607K Sell
8,678
-709
-8% -$44.5K 0.02% 445
2023
Q3 		$558K Sell
9,387
-267
-3% -$16.3K 0.02% 434
2023
Q2 		$549K Sell
9,654
-116
-1% -$6.35K 0.02% 452
2023
Q1 		$517K Buy
9,770
+127
+1% +$6.66K 0.02% 393
2022
Q4 		$481K Buy
9,643
+339
+4% +$17.1K 0.02% 431
2022
Q3 		$409K Sell
9,304
-308
-3% -$15.6K 0.02% 389
2022
Q2 		$468K Buy
9,612
+481
+5% +$25.3K 0.01% 372
2022
Q1 		$506K Buy
9,131
+31
+0.3% +$1.48K 0.03% 231
2021
Q4 		$476K Hold
9,100
– – 0.05% 170
2021
Q3 		$395K Hold
9,100
– – 0.04% 179
2021
Q2 		$385K Hold
9,100
– – 0.04% 181
2021
Q1 		$337K Sell
9,100
-400
-4% -$13.4K 0.04% 182
2020
Q4 		$280K Buy
+9,500
New +$264K 0.03% 177

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

Merit Financial Group's IRM Position: Q2 2026 in Review

Merit Financial Group increased its Iron Mountain (IRM) stake by 6.8% in Q2 2026, buying an estimated $207K and bringing the position to 26,724 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #548.

Merit Financial Group first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Merit Financial Group held 26,724 shares of Iron Mountain worth $3.38M as of Q2 2026.
  • Merit Financial Group bought 1,691 Iron Mountain shares in Q2 2026, an estimated $207K.
  • Iron Mountain made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #548 holding.
  • Merit Financial Group first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.