Raymond James Financial
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Raymond James Financial’s Iron Mountain IRM Stock Holding History

Raymond James 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 		$70.9M Buy
561,539
+266,406
+90% +$32.7M 0.02% 739
2026
Q1 		$30.1M Sell
295,133
-71,176
-19% -$7.08M 0.01% 1188
2025
Q4 		$30.4M Sell
366,309
-14,039
-4% -$1.31M 0.01% 1157
2025
Q3 		$38.8M Sell
380,348
-12,594
-3% -$1.21M 0.01% 966
2025
Q2 		$40.3M Buy
392,942
+5,662
+1% +$534K 0.01% 893
2025
Q1 		$33.3M Sell
387,280
-138,561
-26% -$13.4M 0.01% 961
2024
Q4 		$55.3M Buy
+525,841
New +$61.8M 0.02% 668

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 $3.38T AUM 44.17% 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

Raymond James Financial's IRM Position: Q2 2026 in Review

Raymond James Financial increased its Iron Mountain (IRM) stake by 90% in Q2 2026, buying an estimated $32.7M and bringing the position to 561,539 shares worth $70.9M. The position accounts for 0.02% of the portfolio, ranked #739.

Raymond James Financial first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Raymond James Financial held 561,539 shares of Iron Mountain worth $70.9M as of Q2 2026.
  • Raymond James Financial bought 266,406 Iron Mountain shares in Q2 2026, an estimated $32.7M.
  • Iron Mountain made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #739 holding.
  • Raymond James Financial first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.