PCS
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Personal CFO Solutions’s Iron Mountain IRM Stock Holding History

Personal CFO Solutions’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 		$263K Buy
2,550
+22
+0.9% +$2.19K 0.04% 426
2025
Q4 		$210K Buy
2,528
+78
+3% +$7.3K 0.03% 493
2025
Q3 		$250K Buy
2,450
+124
+5% +$11.9K 0.04% 414
2025
Q2 		$239K Buy
+2,326
New +$219K 0.04% 407
2025
Q1 		– Sell
-2,446
Closed -$257K – 473
2024
Q4 		$257K Sell
2,446
-2,567
-51% -$302K 0.05% 374
2024
Q3 		$596K Sell
5,013
-103
-2% -$11K 0.08% 222
2024
Q2 		$458K Buy
5,116
+107
+2% +$8.66K 0.07% 265
2024
Q1 		$402K Buy
5,009
+510
+11% +$36.9K 0.06% 312
2023
Q4 		$315K Sell
4,499
-199
-4% -$12.5K 0.05% 367
2023
Q3 		$279K Buy
4,698
+59
+1% +$3.6K 0.06% 339
2023
Q2 		$264K Buy
4,639
+87
+2% +$4.76K 0.05% 363
2023
Q1 		$241K Sell
4,552
-657
-13% -$34.4K 0.05% 383
2022
Q4 		$260K Buy
5,209
+301
+6% +$15.2K 0.06% 343
2022
Q3 		$216K Buy
4,908
+7
+0.1% +$353 0.05% 348
2022
Q2 		$239K Sell
4,901
-481
-9% -$25.3K 0.06% 331
2022
Q1 		$298K Buy
5,382
+30
+0.6% +$1.43K 0.06% 329
2021
Q4 		$280K Sell
5,352
-2,051
-28% -$96.9K 0.05% 345
2021
Q3 		$322K Buy
7,403
+11
+0.1% +$495 0.07% 270
2021
Q2 		$313K Buy
7,392
+83
+1% +$3.48K 0.06% 277
2021
Q1 		$271K Buy
+7,309
New +$244K 0.06% 293

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

Personal CFO Solutions's IRM Position: Q1 2026 in Review

Personal CFO Solutions increased its Iron Mountain (IRM) stake by 0.87% in Q1 2026, buying an estimated $2.19K and bringing the position to 2,550 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #426.

Personal CFO Solutions first reported a position in IRM in Q1 2021 and has held it in 20 quarters since. The position peaked at $596K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Personal CFO Solutions held 2,550 shares of Iron Mountain worth $263K as of Q1 2026.
  • Personal CFO Solutions bought 22 Iron Mountain shares in Q1 2026, an estimated $2.19K.
  • Iron Mountain made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #426 holding.
  • Personal CFO Solutions first reported a position in Iron Mountain in Q1 2021 and has held it in 20 quarters since.
  • Personal CFO Solutions's Iron Mountain position peaked at $596K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.