Planning Strategies Inc.’s Iron Mountain IRM Stock Holding History

Planning Strategies Inc.’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	$3.03K	Buy	+24	New	+$2.94K	﹤0.01%	496

Other funds holding IRM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Planning Strategies Inc.'s IRM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Iron Mountain (IRM) in Q2 2026: 24 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings.

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

Planning Strategies Inc. held 24 shares of Iron Mountain worth $3.03K as of Q2 2026.
Iron Mountain was a new Planning Strategies Inc. position in Q2 2026.
Iron Mountain made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #496 holding.
399 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.