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Richard W. Paul & Associates’s Iron Mountain IRM Stock Holding History

Richard W. Paul & Associates’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 		$3.54K Hold
28
– – ﹤0.01% 268
2026
Q1 		$2.86K Sell
28
-22
-44% -$2.19K ﹤0.01% 257
2025
Q4 		$4.15K Sell
50
-2,642
-98% -$247K ﹤0.01% 240
2025
Q3 		$274K Sell
2,692
-8
-0.3% -$771 0.09% 154
2025
Q2 		$277K Sell
2,700
-742
-22% -$69.9K 0.1% 155
2025
Q1 		$296K Sell
3,442
-27
-0.8% -$2.6K 0.12% 144
2024
Q4 		$365K Sell
3,469
-656
-16% -$77.1K 0.13% 140
2024
Q3 		$490K Sell
4,125
-205
-5% -$21.9K 0.18% 122
2024
Q2 		$388K Sell
4,330
-85
-2% -$6.88K 0.15% 131
2024
Q1 		$354K Sell
4,415
-209
-5% -$15.1K 0.14% 139
2023
Q4 		$324K Sell
4,624
-190
-4% -$11.9K 0.14% 148
2023
Q3 		$286K Sell
4,814
-178
-4% -$10.9K 0.13% 144
2023
Q2 		$284K Sell
4,992
-27
-0.5% -$1.48K 0.12% 155
2023
Q1 		$266K Buy
5,019
+109
+2% +$5.71K 0.12% 156
2022
Q4 		$245K Buy
+4,910
New +$248K 0.12% 153

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 $3.37T AUM 44.26% 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

Richard W. Paul & Associates's IRM Position: Q2 2026 in Review

Richard W. Paul & Associates held its Iron Mountain (IRM) position steady in Q2 2026 at 28 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Richard W. Paul & Associates first reported a position in IRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $490K in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Richard W. Paul & Associates held 28 shares of Iron Mountain worth $3.54K as of Q2 2026.
  • Richard W. Paul & Associates left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #268 holding.
  • Richard W. Paul & Associates first reported a position in Iron Mountain in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Iron Mountain position peaked at $490K in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.