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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
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 $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

Rossby Financial's IRM Position: Q1 2026 in Review

Rossby Financial increased its Iron Mountain (IRM) stake by 28% in Q1 2026, buying an estimated $6.37K and bringing the position to 294 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #889.

Rossby Financial 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.

  • Rossby Financial held 294 shares of Iron Mountain worth $29.7K as of Q1 2026.
  • Rossby Financial bought 64 Iron Mountain shares in Q1 2026, an estimated $6.37K.
  • Iron Mountain made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #889 holding.
  • Rossby Financial 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 Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.