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PFG Investments’s Iron Mountain IRM Stock Holding History

PFG Investments’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 		$3.04M Buy
24,046
+477
+2% +$58.5K 0.12% 151
2026
Q1 		$2.41M Sell
23,569
-1,737
-7% -$173K 0.11% 164
2025
Q4 		$2.1M Buy
25,306
+1,390
+6% +$130K 0.1% 184
2025
Q3 		$2.44M Buy
23,916
+317
+1% +$30.5K 0.13% 148
2025
Q2 		$2.42M Buy
23,599
+133
+0.6% +$12.5K 0.14% 135
2025
Q1 		$2.02M Sell
23,466
-2,136
-8% -$206K 0.13% 153
2024
Q4 		$2.69M Buy
25,602
+1,130
+5% +$133K 0.17% 105
2024
Q3 		$2.91M Sell
24,472
-1,864
-7% -$199K 0.19% 97
2024
Q2 		$2.36M Sell
26,336
-2,282
-8% -$185K 0.17% 111
2024
Q1 		$2.3M Buy
28,618
+8,529
+42% +$617K 0.14% 164
2023
Q4 		$1.41M Buy
20,089
+229
+1% +$14.4K 0.26% 83
2023
Q3 		$1.18M Buy
19,860
+93
+0.5% +$5.68K 0.22% 95
2023
Q2 		$1.12M Buy
19,767
+996
+5% +$54.5K 0.2% 110
2023
Q1 		$993K Buy
+18,771
New +$984K 0.2% 108

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PFG Investments's IRM Position: Q2 2026 in Review

PFG Investments increased its Iron Mountain (IRM) stake by 2% in Q2 2026, buying an estimated $58.5K and bringing the position to 24,046 shares worth $3.04M. The position accounts for 0.12% of the portfolio, ranked #151.

PFG Investments first reported a position in IRM in Q1 2023 and has held it in 14 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • PFG Investments held 24,046 shares of Iron Mountain worth $3.04M as of Q2 2026.
  • PFG Investments bought 477 Iron Mountain shares in Q2 2026, an estimated $58.5K.
  • Iron Mountain made up 0.12% of PFG Investments's portfolio in Q2 2026, its #151 holding.
  • PFG Investments first reported a position in Iron Mountain in Q1 2023 and has held it in 14 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.