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Richmond Investment Services’s Iron Mountain IRM Stock Holding History

Richmond Investment 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 		$207K Sell
1,640
-1,691
-51% -$207K 0.07% 142
2026
Q1 		$340K Buy
3,331
+6
+0.2% +$597 0.06% 189
2025
Q4 		$276K Buy
3,325
+5
+0.2% +$468 0.05% 190
2025
Q3 		$338K Buy
3,320
+21
+0.6% +$2.02K 0.06% 171
2025
Q2 		$338K Buy
+3,299
New +$311K 0.07% 161

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

Richmond Investment Services's IRM Position: Q2 2026 in Review

Richmond Investment Services reduced its Iron Mountain (IRM) stake by 51% in Q2 2026, selling an estimated $207K and leaving 1,640 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #142.

Richmond Investment Services first reported a position in IRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $340K in Q1 2026. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Richmond Investment Services held 1,640 shares of Iron Mountain worth $207K as of Q2 2026.
  • Richmond Investment Services sold 1,691 Iron Mountain shares in Q2 2026, an estimated $207K.
  • Iron Mountain made up 0.07% of Richmond Investment Services's portfolio in Q2 2026, its #142 holding.
  • Richmond Investment Services first reported a position in Iron Mountain in Q2 2025 and has held it in 5 quarters since.
  • Richmond Investment Services's Iron Mountain position peaked at $340K in Q1 2026.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.