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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
Q2 		$656K Hold
5,190
– – 0.59% 41
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
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

Valued Retirements's IRM Position: Q2 2026 in Review

Valued Retirements held its Iron Mountain (IRM) position steady in Q2 2026 at 5,190 shares worth $656K. The position accounts for 0.59% of the portfolio, ranked #41.

Valued Retirements first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Valued Retirements held 5,190 shares of Iron Mountain worth $656K as of Q2 2026.
  • Valued Retirements left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.59% of Valued Retirements's portfolio in Q2 2026, its #41 holding.
  • Valued Retirements first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.