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Stonebridge Financial Group, LLC/CA’s Iron Mountain IRM Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$613K Buy
+4,824
New +$591K 0.08% 148

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stonebridge Financial Group, LLC/CA's IRM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Iron Mountain (IRM) in Q2 2026: 4,824 shares worth $613K. The stake represents 0.08% of the portfolio and ranks #148 among its holdings.

957 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 4,824 shares of Iron Mountain worth $613K as of Q2 2026.
  • Iron Mountain was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Iron Mountain made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #148 holding.
  • 957 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.