StoneX Group’s Iron Mountain IRM Stock Holding History

StoneX Group’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	–	Sell	-2,901	Closed	-$242K	–	1085
2025 Q4	$242K	Buy	+2,901	New	+$272K	0.01%	797
2024 Q4	–	Sell	-2,333	Closed	-$278K	–	888
2024 Q3	$278K	Buy	+2,333	New	+$250K	0.12%	228

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

StoneX Group's IRM Position: Q1 2026 in Review

StoneX Group sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 2,901 shares — an estimated $242K sold.

StoneX Group first reported a position in IRM in Q3 2024 and held it in 2 quarters. The position peaked at $278K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

StoneX Group reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 2,901 Iron Mountain shares in Q1 2026, an estimated $242K.
StoneX Group first reported a position in Iron Mountain in Q3 2024 and held it in 2 quarters.
StoneX Group's Iron Mountain position peaked at $278K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.