RIS
IRM icon

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
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 $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

Richmond Investment Services's IRM Position: Q1 2026 in Review

Richmond Investment Services increased its Iron Mountain (IRM) stake by 0.18% in Q1 2026, buying an estimated $597 and bringing the position to 3,331 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #189.

Richmond Investment 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.

  • Richmond Investment Services held 3,331 shares of Iron Mountain worth $340K as of Q1 2026.
  • Richmond Investment Services bought 6 Iron Mountain shares in Q1 2026, an estimated $597.
  • Iron Mountain made up 0.06% of Richmond Investment Services's portfolio in Q1 2026, its #189 holding.
  • Richmond Investment 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 Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.