Strive Financial Group’s Iron Mountain IRM Stock Holding History

Strive Financial 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	-526	Closed	-$43.6K	–	805
2025 Q4	$43.6K	Buy	+526	New	+$49.2K	0.02%	232

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Strive Financial Group's IRM Position: Q1 2026 in Review

Strive Financial Group sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 526 shares — an estimated $43.6K sold.

Strive Financial Group first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $43.6K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Strive Financial Group reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Strive Financial Group sold 526 Iron Mountain shares in Q1 2026, an estimated $43.6K.
Strive Financial Group first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
Strive Financial Group's Iron Mountain position peaked at $43.6K in Q4 2025.
1,091 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.