BRWM
IRM icon

Blue Rock Wealth Management’s Iron Mountain IRM Stock Holding History

Blue Rock 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 		$455K Hold
3,600
– – 0.25% 58
2026
Q1 		$368K Hold
3,600
– – 0.23% 62
2025
Q4 		$299K Hold
3,600
– – 0.19% 79
2025
Q3 		$367K Hold
3,600
– – 0.23% 67
2025
Q2 		$369K Hold
3,600
– – 0.26% 62
2025
Q1 		$310K Hold
3,600
– – 0.26% 70
2024
Q4 		$378K Buy
+3,600
New +$423K 0.4% 40

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 $3.38T AUM 44.17% 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

Blue Rock Wealth Management's IRM Position: Q2 2026 in Review

Blue Rock Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 3,600 shares worth $455K. The position accounts for 0.25% of the portfolio, ranked #58.

Blue Rock Wealth Management first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Blue Rock Wealth Management held 3,600 shares of Iron Mountain worth $455K as of Q2 2026.
  • Blue Rock Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.25% of Blue Rock Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Blue Rock Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.