Ross\Johnson & Associates’s Iron Mountain IRM Stock Holding History

Ross\Johnson & 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 Q1	–	Sell	-1	Closed	-$83	–	283
2025 Q4	$83	Buy	+1	New	+$94	﹤0.01%	323

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ross\Johnson & Associates's IRM Position: Q1 2026 in Review

Ross\Johnson & Associates sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 1 share — an estimated $83 sold.

Ross\Johnson & Associates first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $83 in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Ross\Johnson & Associates reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Ross\Johnson & Associates sold 1 Iron Mountain share in Q1 2026, an estimated $83.
Ross\Johnson & Associates first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
Ross\Johnson & Associates's Iron Mountain position peaked at $83 in Q4 2025.
1,090 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.