Turning Point Benefit Group’s Iron Mountain IRM Stock Holding History

Turning Point Benefit 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	-38	Closed	-$3.15K	–	442
2025 Q4	$3.15K	Buy	+38	New	+$3.56K	﹤0.01%	371

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 $3.37T AUM 44.26% 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

Turning Point Benefit Group's IRM Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 38 shares — an estimated $3.15K sold.

Turning Point Benefit Group first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $3.15K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Turning Point Benefit Group reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 38 Iron Mountain shares in Q1 2026, an estimated $3.15K.
Turning Point Benefit Group first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
Turning Point Benefit Group's Iron Mountain position peaked at $3.15K in Q4 2025.
1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.