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Bingham Private Wealth’s Iron Mountain IRM Stock Holding History

Bingham Private Wealth’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 		$228K Buy
+1,803
New +$221K 0.16% 156
2025
Q1 		– Sell
-2,241
Closed -$236K – 153
2024
Q4 		$236K Buy
+2,241
New +$263K 0.25% 122

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

Bingham Private Wealth's IRM Position: Q2 2026 in Review

Bingham Private Wealth opened a new position in Iron Mountain (IRM) in Q2 2026: 1,803 shares worth $228K. The stake represents 0.16% of the portfolio and ranks #156 among its holdings. This is a return to the name: Bingham Private Wealth previously reported a position in IRM as recently as Q4 2024.

Bingham Private Wealth first reported a position in IRM in Q4 2024 and has held it in 2 quarters since. The position peaked at $236K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bingham Private Wealth held 1,803 shares of Iron Mountain worth $228K as of Q2 2026.
  • Iron Mountain was a new Bingham Private Wealth position in Q2 2026.
  • Iron Mountain made up 0.16% of Bingham Private Wealth's portfolio in Q2 2026, its #156 holding.
  • Bingham Private Wealth first reported a position in Iron Mountain in Q4 2024 and has held it in 2 quarters since.
  • Bingham Private Wealth's Iron Mountain position peaked at $236K in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.