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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sittner & Nelson's IRM Position: Q1 2026 in Review

Sittner & Nelson held its Iron Mountain (IRM) position steady in Q1 2026 at 1,026 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #220.

Sittner & Nelson first reported a position in IRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $122K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Sittner & Nelson held 1,026 shares of Iron Mountain worth $105K as of Q1 2026.
Sittner & Nelson left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.04% of Sittner & Nelson's portfolio in Q1 2026, its #220 holding.
Sittner & Nelson first reported a position in Iron Mountain in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Iron Mountain position peaked at $122K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.