Principal Financial Group
IRM icon

Principal Financial Group’s Iron Mountain IRM Stock Holding History

Principal Financial Group’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 		$552M Sell
4,373,424
-192,669
-4% -$23.6M 0.27% 81
2026
Q1 		$466M Buy
4,566,093
+358,497
+9% +$35.7M 0.25% 80
2025
Q4 		$349M Buy
4,207,596
+1,680,438
+66% +$157M 0.18% 116
2025
Q3 		$258M Sell
2,527,158
-57,698
-2% -$5.56M 0.13% 152
2025
Q2 		$265M Buy
2,584,856
+1,680,672
+186% +$158M 0.14% 145
2025
Q1 		$77.8M Buy
904,184
+488,816
+118% +$47.1M 0.04% 328
2024
Q4 		$43.7M Buy
415,368
+62,917
+18% +$7.39M 0.02% 503
2024
Q3 		$41.9M Buy
352,451
+11,685
+3% +$1.25M 0.02% 519
2024
Q2 		$30.5M Sell
340,766
-6,498
-2% -$526K 0.02% 636
2024
Q1 		$27.9M Buy
347,264
+10,011
+3% +$725K 0.02% 719
2023
Q4 		$23.6M Sell
337,253
-16,411
-5% -$1.03M 0.02% 775
2023
Q3 		$21M Buy
353,664
+9,971
+3% +$609K 0.02% 777
2023
Q2 		$19.5M Sell
343,693
-13,714
-4% -$751K 0.01% 862
2023
Q1 		$18.9M Buy
357,407
+1,651
+0.5% +$86.5K 0.01% 886
2022
Q4 		$17.7M Sell
355,756
-6,915
-2% -$349K 0.01% 902
2022
Q3 		$15.9M Sell
362,671
-10,906
-3% -$551K 0.01% 918
2022
Q2 		$18.2M Buy
373,577
+14,155
+4% +$745K 0.01% 890
2022
Q1 		$19.9M Sell
359,422
-3,906
-1% -$186K 0.01% 906
2021
Q4 		$19M Sell
363,328
-7,571
-2% -$358K 0.01% 992
2021
Q3 		$16.1M Buy
370,899
+6,746
+2% +$304K 0.01% 1105
2021
Q2 		$15.4M Buy
364,153
+7,013
+2% +$294K 0.01% 1175
2021
Q1 		$13.2M Sell
357,140
-29,954
-8% -$1M 0.01% 1234
2020
Q4 		$11.4M Sell
387,094
-31,281
-7% -$868K 0.01% 1153
2020
Q3 		$11.2M Sell
418,375
-35,037
-8% -$997K 0.01% 1005
2020
Q2 		$11.8M Buy
453,412
+28,951
+7% +$731K 0.01% 959
2020
Q1 		$10.1M Buy
424,461
+22,815
+6% +$691K 0.01% 895
2019
Q4 		$12.8M Sell
401,646
-14,129
-3% -$463K 0.01% 1111
2019
Q3 		$13.5M Buy
415,775
+1,458
+0.4% +$45.8K 0.01% 1043
2019
Q2 		$13M Sell
414,317
-7,072
-2% -$232K 0.01% 1081
2019
Q1 		$14.9M Sell
421,389
-2,020
-0.5% -$71.4K 0.01% 977
2018
Q4 		$13.7M Sell
423,409
-13,803
-3% -$453K 0.01% 956
2018
Q3 		$15.1M Buy
437,212
+18,941
+5% +$675K 0.01% 1060
2018
Q2 		$14.6M Sell
418,271
-13,402
-3% -$453K 0.01% 1046
2018
Q1 		$14.2M Buy
431,673
+6,112
+1% +$206K 0.01% 1026
2017
Q4 		$16.1M Buy
425,561
+16,002
+4% +$635K 0.01% 972
2017
Q3 		$15.9M Buy
409,559
+10,718
+3% +$400K 0.02% 947
2017
Q2 		$13.7M Buy
398,841
+18,515
+5% +$648K 0.01% 1019
2017
Q1 		$13.6M Sell
380,326
-1,268
-0.3% -$44.9K 0.02% 1008
2016
Q4 		$12.4M Sell
381,594
-8,692
-2% -$289K 0.02% 1040
2016
Q3 		$14.6M Buy
390,286
+12,002
+3% +$463K 0.02% 859
2016
Q2 		$15.1M Buy
378,284
+97,671
+35% +$3.55M 0.02% 789
2016
Q1 		$9.52M Buy
280,613
+24
+0% +$689 0.01% 1025
2015
Q4 		$7.58M Buy
280,589
+7,243
+3% +$212K 0.01% 1126
2015
Q3 		$8.48M Buy
273,346
+9,343
+4% +$279K 0.01% 1037
2015
Q2 		$8.18M Sell
264,003
-3,419
-1% -$120K 0.01% 1141
2015
Q1 		$9.76M Sell
267,422
-2,745
-1% -$106K 0.01% 997
2014
Q4 		$10.4M Buy
270,167
+64,951
+32% +$2.36M 0.02% 925
2014
Q3 		$6.7M Sell
205,216
-9,248
-4% -$300K 0.01% 1168
2014
Q2 		$7.03M Buy
214,464
+17,634
+9% +$478K 0.01% 1174
2014
Q1 		$5.01M Buy
196,830
+3,706
+2% +$94.8K 0.01% 1360
2013
Q4 		$5.42M Buy
193,124
+1,548
+0.8% +$39.7K 0.01% 1308
2013
Q3 		$4.78M Sell
191,576
-1,331,600
-87% -$33.8M 0.01% 1300
2013
Q2 		$37.5M Buy
+1,523,176
New +$49.2M 0.08% 282

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group's IRM Position: Q2 2026 in Review

Principal Financial Group reduced its Iron Mountain (IRM) stake by 4.2% in Q2 2026, selling an estimated $23.6M and leaving 4,373,424 shares worth $552M. The position accounts for 0.27% of the portfolio, ranked #81.

Principal Financial Group first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Principal Financial Group held 4,373,424 shares of Iron Mountain worth $552M as of Q2 2026.
  • Principal Financial Group sold 192,669 Iron Mountain shares in Q2 2026, an estimated $23.6M.
  • Iron Mountain made up 0.27% of Principal Financial Group's portfolio in Q2 2026, its #81 holding.
  • Principal Financial Group first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.