TFM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFC Financial Management's IRM Position: Q1 2026 in Review

TFC Financial Management held its Iron Mountain (IRM) position steady in Q1 2026 at 7 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #656.

TFC Financial Management first reported a position in IRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $37.5K in Q3 2023. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • TFC Financial Management held 7 shares of Iron Mountain worth $715 as of Q1 2026.
  • TFC Financial Management left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #656 holding.
  • TFC Financial Management first reported a position in Iron Mountain in Q3 2023 and has held it in 11 quarters since.
  • TFC Financial Management's Iron Mountain position peaked at $37.5K in Q3 2023.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.