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Park Square Financial Group’s Iron Mountain IRM Stock Holding History

Park Square Financial 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 		$7.05K Buy
+69
New +$6.86K 0.05% 126
2025
Q3 		– Sell
-1,386
Closed -$142K – 607
2025
Q2 		$142K Sell
1,386
-211
-13% -$19.9K 0.1% 149
2025
Q1 		$137K Sell
1,597
-1,394
-47% -$134K 0.11% 127
2024
Q4 		$314K Buy
+2,991
New +$351K 0.22% 59

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

Park Square Financial Group's IRM Position: Q1 2026 in Review

Park Square Financial Group opened a new position in Iron Mountain (IRM) in Q1 2026: 69 shares worth $7.05K. The stake represents 0.05% of the portfolio and ranks #126 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in IRM as recently as Q2 2025.

Park Square Financial Group first reported a position in IRM in Q4 2024 and has held it in 4 quarters since. The position peaked at $314K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Park Square Financial Group held 69 shares of Iron Mountain worth $7.05K as of Q1 2026.
  • Iron Mountain was a new Park Square Financial Group position in Q1 2026.
  • Iron Mountain made up 0.05% of Park Square Financial Group's portfolio in Q1 2026, its #126 holding.
  • Park Square Financial Group first reported a position in Iron Mountain in Q4 2024 and has held it in 4 quarters since.
  • Park Square Financial Group's Iron Mountain position peaked at $314K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.