PDS Planning’s Iron Mountain IRM Stock Holding History

PDS Planning’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	$255K	Buy	2,018 +6	+0.3%	+$736	0.01%	477
2026 Q1	$205K	Buy	+2,012	New	+$200K	0.01%	519

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PDS Planning's IRM Position: Q2 2026 in Review

PDS Planning increased its Iron Mountain (IRM) stake by 0.3% in Q2 2026, buying an estimated $736 and bringing the position to 2,018 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #477.

PDS Planning first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

PDS Planning held 2,018 shares of Iron Mountain worth $255K as of Q2 2026.
PDS Planning bought 6 Iron Mountain shares in Q2 2026, an estimated $736.
Iron Mountain made up 0.01% of PDS Planning's portfolio in Q2 2026, its #477 holding.
PDS Planning first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.