Stiles Financial Services
IRM icon

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
Q3 		$236K Hold
2,127
– – 0.06% 164
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

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Amundi
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Russell Investments Group
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Pictet Asset Management
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Stiles Financial Services's IRM Position: Q3 2026 in Review

Stiles Financial Services held its Iron Mountain (IRM) position steady in Q3 2026 at 2,127 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #164.

Stiles Financial Services first reported a position in IRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $269K in Q2 2026. 617 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Stiles Financial Services held 2,127 shares of Iron Mountain worth $236K as of Q3 2026.
  • Stiles Financial Services left its Iron Mountain share count unchanged in Q3 2026.
  • Iron Mountain made up 0.06% of Stiles Financial Services's portfolio in Q3 2026, its #164 holding.
  • Stiles Financial Services first reported a position in Iron Mountain in Q3 2024 and has held it in 7 quarters since.
  • Stiles Financial Services's Iron Mountain position peaked at $269K in Q2 2026.
  • 617 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.