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Blue Bell Private Wealth Management’s Iron Mountain IRM Stock Holding History

Blue Bell Private 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
-1,707
Closed -$142K – 747
2025
Q4 		$142K Sell
1,707
-184
-10% -$17.2K 0.02% 291
2025
Q3 		$193K Sell
1,891
-10
-0.5% -$963 0.03% 252
2025
Q2 		$195K Sell
1,901
-68
-3% -$6.41K 0.03% 235
2025
Q1 		$169K Buy
+1,969
New +$190K 0.03% 241
2022
Q2 		– Sell
-186
Closed -$10K – 843
2022
Q1 		$10K Buy
+186
New +$8.86K ﹤0.01% 411

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

Blue Bell Private Wealth Management's IRM Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 1,707 shares — an estimated $142K sold.

Blue Bell Private Wealth Management first reported a position in IRM in Q1 2022 and held it in 5 quarters. The position peaked at $195K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Blue Bell Private Wealth Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1,707 Iron Mountain shares in Q1 2026, an estimated $142K.
  • Blue Bell Private Wealth Management first reported a position in Iron Mountain in Q1 2022 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Iron Mountain position peaked at $195K in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.