Retirement Income Solutions’s Iron Mountain IRM Stock Holding History

Retirement Income Solutions’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	$342K	Hold	3,350	–	–	0.06%	115
2026 Q1	$342K	Hold	3,350	–	–	0.06%	116
2025 Q4	$278K	Hold	3,350	–	–	0.05%	134
2025 Q3	$341K	Hold	3,350	–	–	0.06%	115
2025 Q2	$344K	Hold	3,350	–	–	0.06%	111
2025 Q1	$288K	Hold	3,350	–	–	0.06%	112
2024 Q4	$352K	Hold	3,350	–	–	0.07%	97
2024 Q3	$398K	Hold	3,350	–	–	0.09%	83
2024 Q2	$300K	Hold	3,350	–	–	0.07%	103
2024 Q1	$269K	Hold	3,350	–	–	0.06%	118
2023 Q4	$234K	Sell	3,350 -650	-16%	-$40.8K	0.06%	123
2023 Q3	$238K	Hold	4,000	–	–	0.07%	112
2023 Q2	$227K	Hold	4,000	–	–	0.06%	123
2023 Q1	$212K	Buy	+4,000	New	+$210K	0.06%	127

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Retirement Income Solutions's IRM Position: Q2 2026 in Review

Retirement Income Solutions held its Iron Mountain (IRM) position steady in Q2 2026 at 3,350 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #115.

Retirement Income Solutions first reported a position in IRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $398K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Retirement Income Solutions held 3,350 shares of Iron Mountain worth $342K as of Q2 2026.
Retirement Income Solutions left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #115 holding.
Retirement Income Solutions first reported a position in Iron Mountain in Q1 2023 and has held it in 14 quarters since.
Retirement Income Solutions's Iron Mountain position peaked at $398K in Q3 2024.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.