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Arista Wealth Management’s Iron Mountain IRM Stock Holding History

Arista Wealth Management’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 		– Sell
-8,845
Closed -$734K – 273
2025
Q4 		$734K Sell
8,845
-3,456
-28% -$323K 0.09% 115
2025
Q3 		$1.25M Hold
12,301
– – 0.16% 84
2025
Q2 		$1.26M Buy
+12,301
New +$1.16M 0.17% 77

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arista Wealth Management's IRM Position: Q1 2026 in Review

Arista Wealth Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 8,845 shares — an estimated $734K sold.

Arista Wealth Management first reported a position in IRM in Q2 2025 and held it in 3 quarters. The position peaked at $1.26M in Q2 2025. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Arista Wealth Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Arista Wealth Management sold 8,845 Iron Mountain shares in Q1 2026, an estimated $734K.
  • Arista Wealth Management first reported a position in Iron Mountain in Q2 2025 and held it in 3 quarters.
  • Arista Wealth Management's Iron Mountain position peaked at $1.26M in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Arista Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.