Monetary Management Group’s Iron Mountain IRM Stock Holding History

Monetary Management 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	$184K	Hold	1,800	–	–	0.04%	201
2025 Q4	$149K	Hold	1,800	–	–	0.03%	211
2025 Q3	$183K	Hold	1,800	–	–	0.04%	201
2025 Q2	$185K	Hold	1,800	–	–	0.05%	200
2025 Q1	$155K	Hold	1,800	–	–	0.04%	210
2024 Q4	$189K	Hold	1,800	–	–	0.05%	204
2024 Q3	$214K	Hold	1,800	–	–	0.06%	194
2024 Q2	$161K	Hold	1,800	–	–	0.04%	202
2024 Q1	$144K	Hold	1,800	–	–	0.04%	208
2023 Q4	$126K	Hold	1,800	–	–	0.04%	211
2023 Q3	$107K	Hold	1,800	–	–	0.04%	213
2023 Q2	$102K	Hold	1,800	–	–	0.03%	220
2023 Q1	$95.2K	Hold	1,800	–	–	0.03%	221
2022 Q4	$89.7K	Sell	1,800 -3,100	-63%	-$156K	0.03%	225
2022 Q3	$215K	Hold	4,900	–	–	0.07%	180
2022 Q2	$239K	Sell	4,900 -700	-13%	-$36.8K	0.07%	167
2022 Q1	$310K	Sell	5,600 -10,500	-65%	-$500K	0.08%	162
2021 Q4	$843K	Sell	16,100 -300	-2%	-$14.2K	0.21%	94
2021 Q3	$713K	Sell	16,400 -5,000	-23%	-$225K	0.2%	99
2021 Q2	$906K	Sell	21,400 -1,200	-5%	-$50.3K	0.27%	80
2021 Q1	$836K	Buy	22,600 +8,600	+61%	+$288K	0.26%	85
2020 Q4	$413K	Hold	14,000	–	–	0.14%	121
2020 Q3	$375K	Buy	+14,000	New	+$398K	0.13%	121

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

Monetary Management Group's IRM Position: Q1 2026 in Review

Monetary Management Group held its Iron Mountain (IRM) position steady in Q1 2026 at 1,800 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #201.

Monetary Management Group first reported a position in IRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $906K in Q2 2021. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Monetary Management Group held 1,800 shares of Iron Mountain worth $184K as of Q1 2026.
Monetary Management Group left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.04% of Monetary Management Group's portfolio in Q1 2026, its #201 holding.
Monetary Management Group first reported a position in Iron Mountain in Q3 2020 and has held it in 23 quarters since.
Monetary Management Group's Iron Mountain position peaked at $906K in Q2 2021.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.