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Rossby Financial’s Iron Mountain IRM Stock Holding History

Rossby Financial’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 		$36.9K Sell
292
-2
-0.7% -$245 0.01% 789
2026
Q1 		$29.7K Buy
294
+64
+28% +$6.37K 0.01% 889
2025
Q4 		$19.1K Buy
230
+95
+70% +$8.89K 0.01% 737
2025
Q3 		$13.8K Buy
135
+45
+50% +$4.33K ﹤0.01% 796
2025
Q2 		$9.23K Buy
+90
New +$8.48K ﹤0.01% 804

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

Rossby Financial's IRM Position: Q2 2026 in Review

Rossby Financial reduced its Iron Mountain (IRM) stake by 0.68% in Q2 2026, selling an estimated $245 and leaving 292 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #789.

Rossby Financial first reported a position in IRM in Q2 2025 and has held it in 5 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Rossby Financial held 292 shares of Iron Mountain worth $36.9K as of Q2 2026.
  • Rossby Financial sold 2 Iron Mountain shares in Q2 2026, an estimated $245.
  • Iron Mountain made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #789 holding.
  • Rossby Financial first reported a position in Iron Mountain in Q2 2025 and has held it in 5 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.