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 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 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

P.J. Schmidt Investment Management (PJS)'s IRM Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) opened a new position in Iron Mountain (IRM) in Q1 2026: 2,360 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings. This is a return to the name: P.J. Schmidt Investment Management (PJS) previously reported a position in IRM as recently as Q3 2025.

P.J. Schmidt Investment Management (PJS) first reported a position in IRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $340K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 2,360 shares of Iron Mountain worth $241K as of Q1 2026.
Iron Mountain was a new P.J. Schmidt Investment Management (PJS) position in Q1 2026.
Iron Mountain made up 0.04% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #191 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Iron Mountain in Q1 2024 and has held it in 8 quarters since.
P.J. Schmidt Investment Management (PJS)'s Iron Mountain position peaked at $340K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.