Sittner & Nelson’s Iron Mountain IRM Stock Holding History

Sittner & Nelson’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	$130K	Hold	1,026	–	–	0.04%	215
2026 Q1	$105K	Hold	1,026	–	–	0.04%	220
2025 Q4	$98.3K	Hold	1,026	–	–	0.03%	210
2025 Q3	$105K	Hold	1,026	–	–	0.04%	199
2025 Q2	$105K	Hold	1,026	–	–	0.04%	188
2025 Q1	$88.3K	Hold	1,026	–	–	0.04%	190
2024 Q4	$108K	Hold	1,026	–	–	0.05%	166
2024 Q3	$122K	Hold	1,026	–	–	0.05%	164
2024 Q2	$92K	Hold	1,026	–	–	0.05%	169
2024 Q1	$82.3K	Hold	1,026	–	–	0.04%	175
2023 Q4	$71.8K	Hold	1,026	–	–	0.04%	179
2023 Q3	$61K	Hold	1,026	–	–	0.04%	185
2023 Q2	$58.3K	Hold	1,026	–	–	0.03%	196
2023 Q1	$54.3K	Buy	1,026 +12	+1%	+$629	0.03%	217
2022 Q4	$50.5K	Buy	1,014 +14	+1%	+$707	0.03%	221
2022 Q3	$44K	Hold	1,000	–	–	0.03%	220
2022 Q2	$49K	Hold	1,000	–	–	0.03%	216
2022 Q1	$55K	Hold	1,000	–	–	0.03%	202
2021 Q4	$52K	Hold	1,000	–	–	0.03%	203
2021 Q3	$43K	Hold	1,000	–	–	0.03%	203
2021 Q2	$42K	Hold	1,000	–	–	0.03%	189
2021 Q1	$37K	Hold	1,000	–	–	0.03%	193
2020 Q4	$29K	Buy	+1,000	New	+$27.7K	0.03%	198

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Sittner & Nelson's IRM Position: Q2 2026 in Review

Sittner & Nelson held its Iron Mountain (IRM) position steady in Q2 2026 at 1,026 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #215.

Sittner & Nelson first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Sittner & Nelson held 1,026 shares of Iron Mountain worth $130K as of Q2 2026.
Sittner & Nelson left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.04% of Sittner & Nelson's portfolio in Q2 2026, its #215 holding.
Sittner & Nelson first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.