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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Blue Rock Wealth Management held its Iron Mountain (IRM) position steady in Q1 2026 at 3,600 shares worth $368K. The position accounts for 0.23% of the portfolio, ranked #62.

Blue Rock Wealth Management first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $378K in Q4 2024. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Blue Rock Wealth Management held 3,600 shares of Iron Mountain worth $368K as of Q1 2026.
  • Blue Rock Wealth Management left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up 0.23% of Blue Rock Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Blue Rock Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Iron Mountain position peaked at $378K in Q4 2024.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.