Vanguard Personalized Indexing Management
IRM icon

Vanguard Personalized Indexing Management’s Iron Mountain IRM Stock Holding History

Vanguard Personalized Indexing 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
Q2 		$6.28M Buy
49,684
+194
+0.4% +$23.8K 0.05% 298
2026
Q1 		$5.05M Buy
49,490
+5,348
+12% +$532K 0.05% 313
2025
Q4 		$3.66M Buy
44,142
+5,102
+13% +$478K 0.04% 401
2025
Q3 		$3.99M Buy
39,040
+1,054
+3% +$102K 0.04% 369
2025
Q2 		$3.9M Buy
37,986
+12,842
+51% +$1.21M 0.04% 356
2025
Q1 		$2.16M Buy
25,144
+1,288
+5% +$124K 0.03% 473
2024
Q4 		$2.51M Buy
23,856
+944
+4% +$111K 0.04% 407
2024
Q3 		$2.72M Buy
22,912
+3,914
+21% +$419K 0.04% 370
2024
Q2 		$1.7M Buy
18,998
+2,393
+14% +$194K 0.03% 460
2024
Q1 		$1.33M Buy
16,605
+3,936
+31% +$285K 0.03% 524
2023
Q4 		$887K Sell
12,669
-1,682
-12% -$106K 0.02% 721
2023
Q3 		$853K Buy
14,351
+27
+0.2% +$1.65K 0.03% 644
2023
Q2 		$814K Buy
14,324
+592
+4% +$32.4K 0.02% 664
2023
Q1 		$727K Sell
13,732
-9,734
-41% -$510K 0.03% 694
2022
Q4 		$1.17M Sell
23,466
-485
-2% -$24.5K 0.05% 449
2022
Q3 		$1.05M Sell
23,951
-417
-2% -$21.1K 0.05% 455
2022
Q2 		$1.19M Sell
24,368
-1,153
-5% -$60.7K 0.05% 388
2022
Q1 		$1.41M Buy
25,521
+8,180
+47% +$390K 0.07% 290
2021
Q4 		$907K Buy
17,341
+2,695
+18% +$127K 0.05% 441
2021
Q3 		$636K Sell
14,646
-1,012
-6% -$45.6K 0.06% 398
2021
Q2 		$663K Buy
+15,658
New +$657K 0.07% 362

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

Vanguard Personalized Indexing Management's IRM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Iron Mountain (IRM) stake by 0.39% in Q2 2026, buying an estimated $23.8K and bringing the position to 49,684 shares worth $6.28M. The position accounts for 0.05% of the portfolio, ranked #298.

Vanguard Personalized Indexing Management first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 49,684 shares of Iron Mountain worth $6.28M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 194 Iron Mountain shares in Q2 2026, an estimated $23.8K.
  • Iron Mountain made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #298 holding.
  • Vanguard Personalized Indexing Management first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.