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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
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 $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

Stiles Financial Services's IRM Position: Q1 2026 in Review

Stiles Financial Services opened a new position in Iron Mountain (IRM) in Q1 2026: 2,127 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #166 among its holdings. This is a return to the name: Stiles Financial Services previously reported a position in IRM as recently as Q3 2025.

Stiles Financial Services first reported a position in IRM in Q3 2024 and has held it in 5 quarters since. The position peaked at $253K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Stiles Financial Services held 2,127 shares of Iron Mountain worth $217K as of Q1 2026.
  • Iron Mountain was a new Stiles Financial Services position in Q1 2026.
  • Iron Mountain made up 0.07% of Stiles Financial Services's portfolio in Q1 2026, its #166 holding.
  • Stiles Financial Services first reported a position in Iron Mountain in Q3 2024 and has held it in 5 quarters since.
  • Stiles Financial Services's Iron Mountain position peaked at $253K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.