Abbot Financial Management, Inc.

Position in IRM — Iron Mountain Inc

CIK 1714341 ANDOVER, MA

Position in IRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,500,183

+$287,067 QoQ

Shares Held

11,877

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#444

of 1,152 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Abbot Financial Management, Inc. holds $1,500,183 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	11,877	$1,500,183

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,500,183	11,877	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,213,116	11,877	0.0%	Shares	Sole	2026-05-13
2025-12-31	$985,197	11,877	+2.8%	Shares	Sole	2026-02-13
2025-09-30	$1,177,610	11,552	+5.8%	Shares	Sole	2025-11-10
2025-06-30	$1,119,859	10,918	0.0%	Shares	Sole	2025-08-14
2025-03-31	$939,384	10,918	0.0%	Shares	Sole	2025-05-07
2024-12-31	$1,147,590	10,918	-1.0%	Shares	Sole	2025-02-06
2024-09-30	$1,311,051	11,033	-0.9%	Shares	Sole	2024-11-08
2024-06-30	$997,739	11,133	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$902,362	11,250	0.0%	Shares	Sole	2024-05-13
2023-12-31	$787,275	11,250	0.0%	Shares	Sole	2024-02-09
2023-09-30	$668,812	11,250	0.0%	Shares	Sole	2023-11-13
2023-06-30	$639,225	11,250	-9.6%	Shares	Sole	2023-08-14
2023-03-31	$658,729	12,450	-11.4%	Shares	Sole	2023-05-15
2022-12-31	$700,392	14,050	-11.4%	Shares	Sole	2023-02-09
2022-09-30	$696,924	15,850	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$759,564	15,600	+1.6%	Shares	Sole	2022-08-09
2022-03-31	$850,543	15,350	+151.6%	Shares	Sole	2022-05-12
2021-12-31	$319,213	6,100	0.0%	Shares	Sole	2022-02-15
2021-09-30	$265,045	6,100	0.0%	Shares	Sole	2021-11-04
2021-06-30	$258,152	6,100	—	Shares	Sole	2021-08-05
No filing history on record for this holder in this stock.