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Badgley Phelps Wealth Managers’s Iron Mountain IRM Stock Holding History

Badgley Phelps Wealth Managers’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 		$874K Sell
6,923
-3
-0% -$368 0.02% 213
2026
Q1 		$707K Sell
6,926
-169
-2% -$16.8K 0.01% 218
2025
Q4 		$595K Sell
7,095
-150
-2% -$14K 0.01% 226
2025
Q3 		$739K Hold
7,245
– – 0.02% 203
2025
Q2 		$743K Sell
7,245
-25
-0.3% -$2.36K 0.02% 197
2025
Q1 		$626K Sell
7,270
-123
-2% -$11.9K 0.02% 201
2024
Q4 		$782K Sell
7,393
-58
-0.8% -$6.82K 0.02% 186
2024
Q3 		$891K Hold
7,451
– – 0.02% 176
2024
Q2 		$672K Sell
7,451
-1,353
-15% -$110K 0.02% 184
2024
Q1 		$712K Sell
8,804
-1,370
-13% -$99.2K 0.02% 183
2023
Q4 		$719K Sell
10,174
-942
-8% -$59.1K 0.02% 175
2023
Q3 		$661K Buy
11,116
+1,291
+13% +$78.9K 0.02% 160
2023
Q2 		$558K Buy
+9,825
New +$538K 0.02% 175

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
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

Badgley Phelps Wealth Managers's IRM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Iron Mountain (IRM) stake by 0.04% in Q2 2026, selling an estimated $368 and leaving 6,923 shares worth $874K. The position accounts for 0.02% of the portfolio, ranked #213.

Badgley Phelps Wealth Managers first reported a position in IRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $891K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Badgley Phelps Wealth Managers held 6,923 shares of Iron Mountain worth $874K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 3 Iron Mountain shares in Q2 2026, an estimated $368.
  • Iron Mountain made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #213 holding.
  • Badgley Phelps Wealth Managers first reported a position in Iron Mountain in Q2 2023 and has held it in 13 quarters since.
  • Badgley Phelps Wealth Managers's Iron Mountain position peaked at $891K in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.