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 Q1	$205K	Buy	+2,012	New	+$200K	0.01%	519

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

PDS Planning's IRM Position: Q1 2026 in Review

PDS Planning opened a new position in Iron Mountain (IRM) in Q1 2026: 2,012 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings.

1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

PDS Planning held 2,012 shares of Iron Mountain worth $205K as of Q1 2026.
Iron Mountain was a new PDS Planning position in Q1 2026.
Iron Mountain made up 0.01% of PDS Planning's portfolio in Q1 2026, its #519 holding.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.