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Pinnacle Wealth Planning Services’s Iron Mountain IRM Stock Holding History

Pinnacle Wealth Planning Services’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 		$20K Buy
196
+26
+15% +$2.59K ﹤0.01% 1695
2025
Q4 		$14.1K Buy
+170
New +$15.9K ﹤0.01% 1873
2021
Q1 		– Sell
-37
Closed -$1K – 1132
2020
Q4 		$1K Buy
+37
New +$1.03K ﹤0.01% 2129

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

Pinnacle Wealth Planning Services's IRM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Iron Mountain (IRM) stake by 15% in Q1 2026, buying an estimated $2.59K and bringing the position to 196 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Pinnacle Wealth Planning Services first reported a position in IRM in Q4 2020 and has held it in 3 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 196 shares of Iron Mountain worth $20K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 26 Iron Mountain shares in Q1 2026, an estimated $2.59K.
  • Iron Mountain made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1695 holding.
  • Pinnacle Wealth Planning Services first reported a position in Iron Mountain in Q4 2020 and has held it in 3 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.