Valued Retirements’s Iron Mountain IRM Stock Holding History

Valued Retirements’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	$530K	Hold	5,190	–	–	0.52%	45
2025 Q4	$431K	Hold	5,190	–	–	0.42%	56
2025 Q3	$532K	Hold	5,190	–	–	0.6%	44
2025 Q2	$532K	Hold	5,190	–	–	0.6%	44
2025 Q1	$447K	Hold	5,190	–	–	0.59%	46
2024 Q4	$546K	Sell	5,190 -8	-0.2%	-$940	0.74%	39
2024 Q3	$618K	Hold	5,198	–	–	0.85%	29
2024 Q2	$466K	Hold	5,198	–	–	0.71%	35
2024 Q1	$417K	Hold	5,198	–	–	0.67%	36
2023 Q4	$364K	Buy	+5,198	New	+$326K	0.63%	38

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valued Retirements's IRM Position: Q1 2026 in Review

Valued Retirements held its Iron Mountain (IRM) position steady in Q1 2026 at 5,190 shares worth $530K. The position accounts for 0.52% of the portfolio, ranked #45.

Valued Retirements first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $618K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Valued Retirements held 5,190 shares of Iron Mountain worth $530K as of Q1 2026.
Valued Retirements left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.52% of Valued Retirements's portfolio in Q1 2026, its #45 holding.
Valued Retirements first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's Iron Mountain position peaked at $618K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.