Raymond James Financial
IRM icon

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
Q1 		– Sell
-5,200
Closed -$468K – 5367
2025
Q4 		$468K Buy
+5,200
New +$487K ﹤0.01% 4312
2025
Q3 		– Sell
-5,200
Closed -$442K – 5831
2025
Q2 		$442K Buy
+5,200
New +$490K ﹤0.01% 4079

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

Raymond James Financial's IRM Position: Q1 2026 in Review

Raymond James Financial reduced its Iron Mountain (IRM) stake by 19% in Q1 2026, selling an estimated $7.08M and leaving 295,133 shares worth $30.1M. The position accounts for 0.01% of the portfolio, ranked #1188.

Raymond James Financial first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.3M in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Raymond James Financial held 295,133 shares of Iron Mountain worth $30.1M as of Q1 2026.
  • Raymond James Financial sold 71,176 Iron Mountain shares in Q1 2026, an estimated $7.08M.
  • Iron Mountain made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1188 holding.
  • Raymond James Financial first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Iron Mountain position peaked at $55.3M in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.