TFC Financial Management’s Iron Mountain IRM Stock Holding History

TFC Financial Management’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 Q3	$1.33K	Hold	12	–	–	﹤0.01%	622
2026 Q2	$1.52K	Buy	12 +5	+71%	+$613	﹤0.01%	607
2026 Q1	$715	Hold	7	–	–	﹤0.01%	656
2025 Q4	$581	Hold	7	–	–	﹤0.01%	676
2025 Q3	$714	Hold	7	–	–	﹤0.01%	667
2025 Q2	$718	Buy	7 +1	+17%	+$94	﹤0.01%	618
2025 Q1	$517	Hold	6	–	–	﹤0.01%	640
2024 Q4	$631	Hold	6	–	–	﹤0.01%	624
2024 Q3	$713	Hold	6	–	–	﹤0.01%	622
2024 Q2	$538	Sell	6 -1	-14%	-$81	﹤0.01%	628
2024 Q1	$562	Buy	7 +1	+17%	+$72	﹤0.01%	619
2023 Q4	$420	Sell	6 -624	-99%	-$39.1K	﹤0.01%	619
2023 Q3	$37.5K	Buy	+630	New	+$38.5K	0.01%	242

Other funds holding IRM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TFC Financial Management's IRM Position: Q3 2026 in Review

TFC Financial Management held its Iron Mountain (IRM) position steady in Q3 2026 at 12 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

TFC Financial Management first reported a position in IRM in Q3 2023 and has held it in 13 quarters since. The position peaked at $37.5K in Q3 2023. 839 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

TFC Financial Management held 12 shares of Iron Mountain worth $1.33K as of Q3 2026.
TFC Financial Management left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #622 holding.
TFC Financial Management first reported a position in Iron Mountain in Q3 2023 and has held it in 13 quarters since.
TFC Financial Management's Iron Mountain position peaked at $37.5K in Q3 2023.
839 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.