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BOLTON SECURITIES CORPORATION’s Iron Mountain IRM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$907K Buy
+8,878
New +$883K 0.04% 393
2025
Q3 		$872K Buy
+8,557
New +$824K 0.04% 388
2025
Q1 		$736K Buy
+8,557
New +$825K 0.04% 394

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 $3.44T AUM 36.12% 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 $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IRM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Iron Mountain (IRM) in Q1 2026: 8,878 shares worth $907K. The stake represents 0.04% of the portfolio and ranks #393 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IRM as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IRM in Q1 2025 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 8,878 shares of Iron Mountain worth $907K as of Q1 2026.
  • Iron Mountain was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Iron Mountain made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #393 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Iron Mountain in Q1 2025 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.