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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
Q2 		$26.9K Buy
213
+17
+9% +$2.08K ﹤0.01% 1645
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 $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

Pinnacle Wealth Planning Services's IRM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Iron Mountain (IRM) stake by 8.7% in Q2 2026, buying an estimated $2.08K and bringing the position to 213 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Pinnacle Wealth Planning Services first reported a position in IRM in Q4 2020 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 213 shares of Iron Mountain worth $26.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 17 Iron Mountain shares in Q2 2026, an estimated $2.08K.
  • Iron Mountain made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1645 holding.
  • Pinnacle Wealth Planning Services first reported a position in Iron Mountain in Q4 2020 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.