Red Tortoise LLC’s Iron Mountain IRM Stock Holding History

Red Tortoise LLC’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	$9.6K	Hold	94	–	–	﹤0.01%	297
2025 Q4	$7.8K	Hold	94	–	–	﹤0.01%	320
2025 Q3	$9.58K	Hold	94	–	–	﹤0.01%	286
2025 Q2	$9.64K	Hold	94	–	–	﹤0.01%	272
2025 Q1	$8.09K	Hold	94	–	–	﹤0.01%	278
2024 Q4	$9.88K	Hold	94	–	–	0.01%	251
2024 Q3	$11.2K	Hold	94	–	–	0.01%	229
2024 Q2	$8.42K	Hold	94	–	–	﹤0.01%	271
2024 Q1	$7.54K	Hold	94	–	–	﹤0.01%	283
2023 Q4	$6.58K	Hold	94	–	–	﹤0.01%	259
2023 Q3	$5.59K	Hold	94	–	–	﹤0.01%	261
2023 Q2	$5.34K	Hold	94	–	–	﹤0.01%	276
2023 Q1	$4.97K	Hold	94	–	–	﹤0.01%	271
2022 Q4	$4.69K	Buy	+94	New	+$4.75K	﹤0.01%	322
2021 Q4	–	Sell	-94	Closed	-$4K	–	285
2021 Q3	$4K	Buy	+94	New	+$4.23K	﹤0.01%	329

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Red Tortoise LLC's IRM Position: Q1 2026 in Review

Red Tortoise LLC held its Iron Mountain (IRM) position steady in Q1 2026 at 94 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Red Tortoise LLC first reported a position in IRM in Q3 2021 and has held it in 15 quarters since. The position peaked at $11.2K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Red Tortoise LLC held 94 shares of Iron Mountain worth $9.6K as of Q1 2026.
Red Tortoise LLC left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #297 holding.
Red Tortoise LLC first reported a position in Iron Mountain in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Iron Mountain position peaked at $11.2K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.