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
Q2 		$1.57M Sell
12,392
-787
-6% -$96.5K 0.02% 640
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 $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

Principal Securities's IRM Position: Q2 2026 in Review

Principal Securities reduced its Iron Mountain (IRM) stake by 6% in Q2 2026, selling an estimated $96.5K and leaving 12,392 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #640.

Principal Securities first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Principal Securities held 12,392 shares of Iron Mountain worth $1.57M as of Q2 2026.
  • Principal Securities sold 787 Iron Mountain shares in Q2 2026, an estimated $96.5K.
  • Iron Mountain made up 0.02% of Principal Securities's portfolio in Q2 2026, its #640 holding.
  • Principal Securities first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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