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Strategic Investment Solutions’s Iron Mountain IRM Stock Holding History

Strategic Investment Solutions’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 		$243K Hold
1,923
– – 0.06% 141
2026
Q1 		$196K Hold
1,923
– – 0.05% 149
2025
Q4 		$160K Hold
1,923
– – 0.04% 153
2025
Q3 		$196K Hold
1,923
– – 0.05% 134
2025
Q2 		$197K Sell
1,923
-840
-30% -$79.2K 0.06% 122
2025
Q1 		$238K Buy
2,763
+2,563
+1,282% +$247K 0.07% 96
2024
Q4 		$21K Hold
200
– – 0.01% 296
2024
Q3 		$23.8K Buy
+200
New +$21.4K 0.01% 262

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 Investment Solutions's IRM Position: Q2 2026 in Review

Strategic Investment Solutions held its Iron Mountain (IRM) position steady in Q2 2026 at 1,923 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #141.

Strategic Investment Solutions first reported a position in IRM in Q3 2024 and has held it in 8 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Strategic Investment Solutions held 1,923 shares of Iron Mountain worth $243K as of Q2 2026.
  • Strategic Investment Solutions left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.06% of Strategic Investment Solutions's portfolio in Q2 2026, its #141 holding.
  • Strategic Investment Solutions first reported a position in Iron Mountain in Q3 2024 and has held it in 8 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.