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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Badgley Phelps Wealth Managers's IRM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Iron Mountain (IRM) stake by 2.4% in Q1 2026, selling an estimated $16.8K and leaving 6,926 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #218.

Badgley Phelps Wealth Managers first reported a position in IRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $891K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Badgley Phelps Wealth Managers held 6,926 shares of Iron Mountain worth $707K as of Q1 2026.
Badgley Phelps Wealth Managers sold 169 Iron Mountain shares in Q1 2026, an estimated $16.8K.
Iron Mountain made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #218 holding.
Badgley Phelps Wealth Managers first reported a position in Iron Mountain in Q2 2023 and has held it in 12 quarters since.
Badgley Phelps Wealth Managers's Iron Mountain position peaked at $891K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.