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Strategic Financial Concepts’s Iron Mountain IRM Stock Holding History

Strategic Financial Concepts’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 		– Sell
-3,236
Closed -$331K – 270
2026
Q1 		$331K Sell
3,236
-764
-19% -$76K 0.08% 201
2025
Q4 		$332K Buy
+4,000
New +$374K 0.3% 81
2025
Q1 		– Sell
-2,308
Closed -$243K – 346
2024
Q4 		$243K Buy
2,308
+5
+0.2% +$587 0.05% 287
2024
Q3 		$274K Sell
2,303
-230,948
-99% -$24.7M 0.09% 193
2024
Q2 		$2.3K Buy
+233,251
New +$18.9M ﹤0.01% 546
2023
Q3 		– Sell
-3,853
Closed -$219K – 274
2023
Q2 		$219K Sell
3,853
-457
-11% -$25K 0.08% 215
2023
Q1 		$228K Buy
+4,310
New +$226K 0.09% 195

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

Strategic Financial Concepts's IRM Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 3,236 shares — an estimated $331K sold.

Strategic Financial Concepts first reported a position in IRM in Q1 2023 and held it in 7 quarters. The position peaked at $332K in Q4 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,236 Iron Mountain shares in Q2 2026, an estimated $331K.
  • Strategic Financial Concepts first reported a position in Iron Mountain in Q1 2023 and held it in 7 quarters.
  • Strategic Financial Concepts's Iron Mountain position peaked at $332K in Q4 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.