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Safe Harbor Fiduciary’s Iron Mountain IRM Stock Holding History

Safe Harbor Fiduciary’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
-824
Closed -$68.4K – 118
2025
Q4 		$68.4K Buy
+824
New +$77.1K 0.06% 86
2025
Q2 		$1.66M Sell
16,191
-3,835
-19% -$362K 1.56% 17
2025
Q1 		$1.72M Sell
20,026
-111
-0.6% -$10.7K 1.78% 16
2024
Q4 		$2.12M Sell
20,137
-412
-2% -$48.4K 2.16% 11
2024
Q3 		$2.44M Buy
+20,549
New +$2.2M 2.29% 10

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

Safe Harbor Fiduciary's IRM Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 824 shares — an estimated $68.4K sold.

Safe Harbor Fiduciary first reported a position in IRM in Q3 2024 and held it in 5 quarters. The position peaked at $2.44M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 824 Iron Mountain shares in Q1 2026, an estimated $68.4K.
  • Safe Harbor Fiduciary first reported a position in Iron Mountain in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Iron Mountain position peaked at $2.44M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.