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PlanVest Financial’s Iron Mountain IRM Stock Holding History

PlanVest Financial’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 		$60.2K Buy
476
+1
+0.2% +$123 0.04% 201
2026
Q1 		$48.6K Buy
+475
New +$47.3K 0.04% 212

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

PlanVest Financial's IRM Position: Q2 2026 in Review

PlanVest Financial increased its Iron Mountain (IRM) stake by 0.21% in Q2 2026, buying an estimated $123 and bringing the position to 476 shares worth $60.2K. The position accounts for 0.04% of the portfolio, ranked #201.

PlanVest Financial first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,139 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • PlanVest Financial held 476 shares of Iron Mountain worth $60.2K as of Q2 2026.
  • PlanVest Financial bought 1 Iron Mountain share in Q2 2026, an estimated $123.
  • Iron Mountain made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #201 holding.
  • PlanVest Financial first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.