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Bartlett & Co Wealth Management’s Iron Mountain IRM Stock Holding History

Bartlett & Co 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
Q2 		$15.6K Sell
123
-235
-66% -$28.8K ﹤0.01% 925
2026
Q1 		$45.9K Buy
358
+28
+8% +$2.79K ﹤0.01% 700
2025
Q4 		$27.7K Sell
330
-53
-14% -$4.96K ﹤0.01% 763
2025
Q3 		$39.3K Buy
383
+53
+16% +$5.11K ﹤0.01% 710
2025
Q2 		$34.1K Sell
330
-112
-25% -$10.6K ﹤0.01% 721
2025
Q1 		$38.4K Buy
442
+2
+0.5% +$193 ﹤0.01% 699
2024
Q4 		$46.6K Hold
440
– – ﹤0.01% 664
2024
Q3 		$52.6K Hold
440
– – ﹤0.01% 646
2024
Q2 		$39.7K Hold
440
– – ﹤0.01% 695
2024
Q1 		$35.6K Hold
440
– – ﹤0.01% 716
2023
Q4 		$31.4K Buy
440
+370
+529% +$23.2K ﹤0.01% 785
2023
Q3 		$4.21K Hold
70
– – ﹤0.01% 1011
2023
Q2 		$4.02K Hold
70
– – ﹤0.01% 1011
2023
Q1 		$3.75K Hold
70
– – ﹤0.01% 936
2022
Q4 		$3.53K Hold
70
– – ﹤0.01% 959
2022
Q3 		$3.12K Hold
70
– – ﹤0.01% 993
2022
Q2 		$3.45K Hold
70
– – ﹤0.01% 1100
2022
Q1 		$3.92K Buy
+70
New +$3.33K ﹤0.01% 938
2021
Q1 		– Sell
-546
Closed -$16.4K – 1151
2020
Q4 		$16.4K Hold
546
– – ﹤0.01% 688
2020
Q3 		$15K Hold
546
– – ﹤0.01% 648
2020
Q2 		$14.6K Hold
546
– – ﹤0.01% 644
2020
Q1 		$13.3K Hold
546
– – ﹤0.01% 624
2019
Q4 		$17.7K Hold
546
– – ﹤0.01% 670
2019
Q3 		$18K Buy
+546
New +$17.1K ﹤0.01% 668
2018
Q3 		– Sell
-188
Closed -$6.58K – 728
2018
Q2 		$6.58K Buy
+188
New +$6.35K ﹤0.01% 622

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

Bartlett & Co Wealth Management's IRM Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Iron Mountain (IRM) stake by 66% in Q2 2026, selling an estimated $28.8K and leaving 123 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Bartlett & Co Wealth Management first reported a position in IRM in Q2 2018 and has held it in 25 quarters since. The position peaked at $52.6K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bartlett & Co Wealth Management held 123 shares of Iron Mountain worth $15.6K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 235 Iron Mountain shares in Q2 2026, an estimated $28.8K.
  • Iron Mountain made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #925 holding.
  • Bartlett & Co Wealth Management first reported a position in Iron Mountain in Q2 2018 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's Iron Mountain position peaked at $52.6K in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.