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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millstone Evans Group's IRM Position: Q1 2026 in Review

Millstone Evans Group held its Iron Mountain (IRM) position steady in Q1 2026 at 14 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Millstone Evans Group first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.47K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Millstone Evans Group held 14 shares of Iron Mountain worth $1.43K as of Q1 2026.
  • Millstone Evans Group left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #778 holding.
  • Millstone Evans Group first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's Iron Mountain position peaked at $1.47K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.