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P.J. Schmidt Investment Management (PJS)’s Iron Mountain IRM Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$294K Sell
2,326
-34
-1% -$4.17K 0.05% 181
2026
Q1 		$241K Buy
+2,360
New +$235K 0.04% 191
2025
Q4 		– Sell
-2,360
Closed -$241K – 200
2025
Q3 		$241K Hold
2,360
– – 0.04% 184
2025
Q2 		$242K Hold
2,360
– – 0.04% 174
2025
Q1 		$203K Sell
2,360
-500
-17% -$48.2K 0.04% 183
2024
Q4 		$301K Hold
2,860
– – 0.05% 152
2024
Q3 		$340K Buy
2,860
+100
+4% +$10.7K 0.06% 147
2024
Q2 		$247K Hold
2,760
– – 0.05% 160
2024
Q1 		$221K Buy
+2,760
New +$200K 0.04% 170

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 $3.38T AUM 44.17% 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

P.J. Schmidt Investment Management (PJS)'s IRM Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Iron Mountain (IRM) stake by 1.4% in Q2 2026, selling an estimated $4.17K and leaving 2,326 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #181.

P.J. Schmidt Investment Management (PJS) first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $340K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 2,326 shares of Iron Mountain worth $294K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) sold 34 Iron Mountain shares in Q2 2026, an estimated $4.17K.
  • Iron Mountain made up 0.05% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #181 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Iron Mountain position peaked at $340K in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.