PS
IRM icon

Principal Securities’s Iron Mountain IRM Stock Holding History

Principal Securities’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 		$1.35M Buy
13,179
+7,367
+127% +$733K 0.02% 627
2025
Q4 		$482K Buy
5,812
+258
+5% +$24.1K 0.01% 950
2025
Q3 		$566K Sell
5,554
-599
-10% -$57.7K 0.01% 872
2025
Q2 		$631K Sell
6,153
-6,389
-51% -$602K 0.01% 764
2025
Q1 		$1.32M Hold
12,542
– – 0.03% 465
2024
Q4 		$1.32M Sell
12,542
-138
-1% -$16.2K 0.03% 464
2024
Q3 		$1.51M Buy
12,680
+396
+3% +$42.4K 0.04% 425
2024
Q2 		$1.1M Buy
12,284
+509
+4% +$41.2K 0.03% 456
2024
Q1 		$944K Buy
11,775
+567
+5% +$41K 0.03% 471
2023
Q4 		$784K Buy
+11,208
New +$703K 0.03% 479

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

Principal Securities's IRM Position: Q1 2026 in Review

Principal Securities increased its Iron Mountain (IRM) stake by 127% in Q1 2026, buying an estimated $733K and bringing the position to 13,179 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #627.

Principal Securities first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Principal Securities held 13,179 shares of Iron Mountain worth $1.35M as of Q1 2026.
  • Principal Securities bought 7,367 Iron Mountain shares in Q1 2026, an estimated $733K.
  • Iron Mountain made up 0.02% of Principal Securities's portfolio in Q1 2026, its #627 holding.
  • Principal Securities first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Iron Mountain position peaked at $1.51M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.