PFS Partners’s Iron Mountain IRM Stock Holding History

PFS Partners’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	$37.9K	Hold	300	–	–	0.02%	235
2026 Q1	$30.6K	Hold	300	–	–	0.01%	238
2025 Q4	$24.9K	Buy	300 +50	+20%	+$4.68K	0.01%	259
2025 Q3	$25.5K	Hold	250	–	–	0.01%	238
2025 Q2	$25.6K	Hold	250	–	–	0.01%	216
2025 Q1	$21.5K	Hold	250	–	–	0.01%	217
2024 Q4	$26.3K	Hold	250	–	–	0.01%	196
2024 Q3	$29.7K	Hold	250	–	–	0.02%	178
2024 Q2	$22.4K	Sell	250 -169	-40%	-$13.7K	0.01%	183
2024 Q1	$33.6K	Hold	419	–	–	0.02%	157
2023 Q4	$29.3K	Hold	419	–	–	0.02%	163
2023 Q3	$24.9K	Hold	419	–	–	0.02%	161
2023 Q2	$23.8K	Hold	419	–	–	0.02%	176
2023 Q1	$22.2K	Hold	419	–	–	0.02%	155
2022 Q4	$20.9K	Hold	419	–	–	0.02%	150
2022 Q3	$18.4K	Hold	419	–	–	0.02%	154
2022 Q2	$20.4K	Hold	419	–	–	0.02%	147
2022 Q1	$23.2K	Hold	419	–	–	0.02%	150
2021 Q4	$21.9K	Buy	+419	New	+$19.8K	0.02%	153

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

PFS Partners's IRM Position: Q2 2026 in Review

PFS Partners held its Iron Mountain (IRM) position steady in Q2 2026 at 300 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #235.

PFS Partners first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

PFS Partners held 300 shares of Iron Mountain worth $37.9K as of Q2 2026.
PFS Partners left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.02% of PFS Partners's portfolio in Q2 2026, its #235 holding.
PFS Partners first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.