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Richardson Financial Services’s Iron Mountain IRM Stock Holding History

Richardson Financial Services’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 		$192K Buy
1,884
+654
+53% +$65.1K 0.12% 158
2025
Q4 		$102K Buy
1,230
+170
+16% +$15.9K 0.03% 227
2025
Q3 		$108K Buy
1,060
+35
+3% +$3.37K 0.07% 204
2025
Q2 		$102K Buy
+1,025
New +$96.6K 0.07% 198

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Richardson Financial Services's IRM Position: Q1 2026 in Review

Richardson Financial Services increased its Iron Mountain (IRM) stake by 53% in Q1 2026, buying an estimated $65.1K and bringing the position to 1,884 shares worth $192K. The position accounts for 0.12% of the portfolio, ranked #158.

Richardson Financial Services first reported a position in IRM in Q2 2025 and has held it in 4 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Richardson Financial Services held 1,884 shares of Iron Mountain worth $192K as of Q1 2026.
  • Richardson Financial Services bought 654 Iron Mountain shares in Q1 2026, an estimated $65.1K.
  • Iron Mountain made up 0.12% of Richardson Financial Services's portfolio in Q1 2026, its #158 holding.
  • Richardson Financial Services first reported a position in Iron Mountain in Q2 2025 and has held it in 4 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.