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Millstone Evans Group’s Iron Mountain IRM Stock Holding History

Millstone Evans 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 		$1.77K Hold
14
– – ﹤0.01% 785
2026
Q1 		$1.43K Hold
14
– – ﹤0.01% 778
2025
Q4 		$1.16K Hold
14
– – ﹤0.01% 796
2025
Q3 		$1.43K Hold
14
– – ﹤0.01% 774
2025
Q2 		$1.44K Hold
14
– – ﹤0.01% 698
2025
Q1 		$1.21K Hold
14
– – ﹤0.01% 730
2024
Q4 		$1.47K Buy
+14
New +$1.65K ﹤0.01% 664

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

Millstone Evans Group's IRM Position: Q2 2026 in Review

Millstone Evans Group held its Iron Mountain (IRM) position steady in Q2 2026 at 14 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Millstone Evans Group first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Millstone Evans Group held 14 shares of Iron Mountain worth $1.77K as of Q2 2026.
  • Millstone Evans Group left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #785 holding.
  • Millstone Evans Group first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.