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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
Q2 		$240K Buy
1,901
+17
+0.9% +$2.08K 0.14% 147
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 $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

Richardson Financial Services's IRM Position: Q2 2026 in Review

Richardson Financial Services increased its Iron Mountain (IRM) stake by 0.9% in Q2 2026, buying an estimated $2.08K and bringing the position to 1,901 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #147.

Richardson Financial Services first reported a position in IRM in Q2 2025 and has held it in 5 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Richardson Financial Services held 1,901 shares of Iron Mountain worth $240K as of Q2 2026.
  • Richardson Financial Services bought 17 Iron Mountain shares in Q2 2026, an estimated $2.08K.
  • Iron Mountain made up 0.14% of Richardson Financial Services's portfolio in Q2 2026, its #147 holding.
  • Richardson Financial Services first reported a position in Iron Mountain in Q2 2025 and has held it in 5 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.