Plante Moran Financial Advisors’s Iron Mountain IRM Stock Holding History

Plante Moran Financial Advisors’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	$379	Buy	+3	New	+$368	﹤0.01%	1222
2025 Q2	–	Sell	-555	Closed	-$47.8K	–	817
2025 Q1	$47.8K	Buy	+555	New	+$53.5K	﹤0.01%	350
2018 Q2	–	Sell	-56	Closed	-$2K	–	898
2018 Q1	$2K	Hold	56	–	–	﹤0.01%	842
2017 Q4	$2K	Hold	56	–	–	﹤0.01%	790
2017 Q3	$2K	Hold	56	–	–	﹤0.01%	727
2017 Q2	$2K	Hold	56	–	–	﹤0.01%	746
2017 Q1	$2K	Hold	56	–	–	﹤0.01%	794
2016 Q4	$2K	Hold	56	–	–	﹤0.01%	854
2016 Q3	$2K	Hold	56	–	–	﹤0.01%	837
2016 Q2	$2K	Hold	56	–	–	﹤0.01%	795
2016 Q1	$2K	Sell	56 -312	-85%	-$8.96K	﹤0.01%	727
2015 Q4	$10K	Buy	368 +304	+475%	+$8.92K	0.01%	578
2015 Q3	$2K	Buy	+64	New	+$1.91K	﹤0.01%	657

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's IRM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 3 shares worth $379. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in IRM as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in IRM in Q3 2015 and has held it in 13 quarters since. The position peaked at $47.8K in Q1 2025. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Plante Moran Financial Advisors held 3 shares of Iron Mountain worth $379 as of Q2 2026.
Iron Mountain was a new Plante Moran Financial Advisors position in Q2 2026.
Iron Mountain made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1222 holding.
Plante Moran Financial Advisors first reported a position in Iron Mountain in Q3 2015 and has held it in 13 quarters since.
Plante Moran Financial Advisors's Iron Mountain position peaked at $47.8K in Q1 2025.
1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.