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Retirement Planning Company of New England’s Iron Mountain IRM Stock Holding History

Retirement Planning Company of New England’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 		$1.39M Sell
11,013
-35
-0.3% -$4.29K 0.5% 52
2026
Q1 		$1.13M Sell
11,048
-260
-2% -$25.9K 0.46% 61
2025
Q4 		$938K Sell
11,308
-58
-0.5% -$5.43K 0.38% 75
2025
Q3 		$1.16M Sell
11,366
-89
-0.8% -$8.57K 0.47% 56
2025
Q2 		$1.17M Buy
11,455
+23
+0.2% +$2.17K 0.52% 54
2025
Q1 		$984K Buy
11,432
+182
+2% +$17.5K 0.49% 57
2024
Q4 		$1.18M Sell
11,250
-8
-0.1% -$940 0.57% 43
2024
Q3 		$1.34M Buy
11,258
+43
+0.4% +$4.6K 0.67% 38
2024
Q2 		$1.01M Hold
11,215
– – 0.55% 50
2024
Q1 		$900K Sell
11,215
-243
-2% -$17.6K 0.49% 62
2023
Q4 		$802K Buy
11,458
+113
+1% +$7.09K 0.36% 84
2023
Q3 		$674K Sell
11,345
-242
-2% -$14.8K 0.38% 86
2023
Q2 		$658K Sell
11,587
-244
-2% -$13.4K 0.38% 82
2023
Q1 		$626K Buy
11,831
+75
+0.6% +$3.93K 0.38% 87
2022
Q4 		$586K Sell
11,756
-129
-1% -$6.51K 0.38% 89
2022
Q3 		$522K Buy
11,885
+170
+1% +$8.59K 0.38% 89
2022
Q2 		$570K Buy
11,715
+258
+2% +$13.6K 0.39% 86
2022
Q1 		$634K Buy
11,457
+338
+3% +$16.1K 0.36% 90
2021
Q4 		$581K Buy
+11,119
New +$526K 0.28% 98

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Company of New England's IRM Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Iron Mountain (IRM) stake by 0.32% in Q2 2026, selling an estimated $4.29K and leaving 11,013 shares worth $1.39M. The position accounts for 0.5% of the portfolio, ranked #52.

Retirement Planning Company of New England first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. 767 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Retirement Planning Company of New England held 11,013 shares of Iron Mountain worth $1.39M as of Q2 2026.
  • Retirement Planning Company of New England sold 35 Iron Mountain shares in Q2 2026, an estimated $4.29K.
  • Iron Mountain made up 0.5% of Retirement Planning Company of New England's portfolio in Q2 2026, its #52 holding.
  • Retirement Planning Company of New England first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • 767 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.