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Stiles Financial Services’s Iron Mountain IRM Stock Holding History

Stiles Financial Services’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 		$269K Hold
2,127
– – 0.07% 155
2026
Q1 		$217K Buy
+2,127
New +$212K 0.07% 166
2025
Q4 		– Sell
-2,127
Closed -$217K – 177
2025
Q3 		$217K Hold
2,127
– – 0.07% 171
2025
Q2 		$218K Buy
+2,127
New +$201K 0.08% 169
2025
Q1 		– Sell
-2,127
Closed -$224K – 178
2024
Q4 		$224K Hold
2,127
– – 0.08% 169
2024
Q3 		$253K Buy
+2,127
New +$228K 0.09% 168

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

Stiles Financial Services's IRM Position: Q2 2026 in Review

Stiles Financial Services held its Iron Mountain (IRM) position steady in Q2 2026 at 2,127 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #155.

Stiles Financial Services first reported a position in IRM in Q3 2024 and has held it in 6 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Stiles Financial Services held 2,127 shares of Iron Mountain worth $269K as of Q2 2026.
  • Stiles Financial Services left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.07% of Stiles Financial Services's portfolio in Q2 2026, its #155 holding.
  • Stiles Financial Services first reported a position in Iron Mountain in Q3 2024 and has held it in 6 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.