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Warner Group’s Iron Mountain IRM Stock Holding History

Warner 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
Q2 		$276K Buy
+2,186
New +$268K 0.07% 107

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

Warner Group's IRM Position: Q2 2026 in Review

Warner Group opened a new position in Iron Mountain (IRM) in Q2 2026: 2,186 shares worth $276K. The stake represents 0.07% of the portfolio and ranks #107 among its holdings.

1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Warner Group held 2,186 shares of Iron Mountain worth $276K as of Q2 2026.
  • Iron Mountain was a new Warner Group position in Q2 2026.
  • Iron Mountain made up 0.07% of Warner Group's portfolio in Q2 2026, its #107 holding.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.