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Symphony Financial’s Iron Mountain IRM Stock Holding History

Symphony Financial’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 		$401K Buy
3,103
+55
+2% +$6.74K 0.04% 224
2026
Q1 		$309K Sell
3,048
-200
-6% -$19.9K 0.04% 226
2025
Q4 		$271K Sell
3,248
-3,284
-50% -$307K 0.04% 236
2025
Q3 		$678K Sell
6,532
-930
-12% -$89.6K 0.08% 134
2025
Q2 		$651K Buy
7,462
+3,198
+75% +$301K 0.09% 132
2025
Q1 		$368K Sell
4,264
-13,535
-76% -$1.3M 0.22% 69
2024
Q4 		$1.95M Buy
17,799
+230
+1% +$27K 0.31% 71
2024
Q3 		$2.08M Buy
17,569
+1,128
+7% +$121K 0.34% 68
2024
Q2 		$1.49M Buy
16,441
+13,875
+541% +$1.12M 0.27% 76
2024
Q1 		$206K Sell
2,566
-11,445
-82% -$828K 0.05% 183
2023
Q4 		$943K Buy
+14,011
New +$879K 0.2% 89

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

Symphony Financial's IRM Position: Q2 2026 in Review

Symphony Financial increased its Iron Mountain (IRM) stake by 1.8% in Q2 2026, buying an estimated $6.74K and bringing the position to 3,103 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #224.

Symphony Financial first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Symphony Financial held 3,103 shares of Iron Mountain worth $401K as of Q2 2026.
  • Symphony Financial bought 55 Iron Mountain shares in Q2 2026, an estimated $6.74K.
  • Iron Mountain made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #224 holding.
  • Symphony Financial first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • Symphony Financial's Iron Mountain position peaked at $2.08M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.