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 $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.