Vision Retirement’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.2K Hold
247
0.01% 291
2026
Q1
$25.2K Sell
247
-4
-2% -$398 0.01% 292
2025
Q4
$20.8K Buy
+251
New +$23.5K 0.01% 320

Other funds holding IRM

Vision Retirement's IRM Position: Q2 2026 in Review

Vision Retirement held its Iron Mountain (IRM) position steady in Q2 2026 at 247 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #291.

Vision Retirement first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,109 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Vision Retirement held 247 shares of Iron Mountain worth $31.2K as of Q2 2026.
  • Vision Retirement left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #291 holding.
  • Vision Retirement first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.