Bogart Wealth LLC
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Bogart Wealth LLC’s Iron Mountain IRM Stock Holding History

Bogart Wealth LLC’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
Q3 		$566K Buy
5,103
+33
+0.7% +$3.95K 0.02% 175
2026
Q2 		$640K Buy
5,070
+1,170
+30% +$143K 0.02% 167
2026
Q1 		$398K Sell
3,900
-19
-0.5% -$1.89K 0.02% 192
2025
Q4 		$325K Buy
3,919
+7
+0.2% +$655 0.01% 201
2025
Q3 		$399K Buy
3,912
+5
+0.1% +$482 0.02% 181
2025
Q2 		$401K Hold
3,907
– – 0.02% 174
2025
Q1 		$336K Sell
3,907
-64
-2% -$6.17K 0.02% 184
2024
Q4 		$417K Sell
3,971
-112
-3% -$13.2K 0.02% 165
2024
Q3 		$485K Sell
4,083
-75
-2% -$8.02K 0.02% 153
2024
Q2 		$373K Buy
4,158
+19
+0.5% +$1.54K 0.02% 163
2024
Q1 		$332K Buy
4,139
+30
+0.7% +$2.17K 0.02% 166
2023
Q4 		$288K Hold
4,109
– – 0.02% 181
2023
Q3 		$244K Buy
4,109
+33
+0.8% +$2.02K 0.02% 183
2023
Q2 		$232K Buy
4,076
+30
+0.7% +$1.64K 0.01% 184
2023
Q1 		$214K Hold
4,046
– – 0.01% 175
2022
Q4 		$202K Hold
4,046
– – 0.01% 180
2022
Q3 		$178K Buy
4,046
+1,118
+38% +$56.5K 0.01% 177
2022
Q2 		$143K Hold
2,928
– – 0.01% 183
2022
Q1 		$162K Buy
2,928
+1,004
+52% +$47.8K 0.01% 173
2021
Q4 		$101K Buy
1,924
+200
+12% +$9.45K 0.01% 200
2021
Q3 		$75K Buy
1,724
+867
+101% +$39K 0.01% 216
2021
Q2 		$36K Buy
+857
New +$35.9K ﹤0.01% 268

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bogart Wealth LLC's IRM Position: Q3 2026 in Review

Bogart Wealth LLC increased its Iron Mountain (IRM) stake by 0.65% in Q3 2026, buying an estimated $3.95K and bringing the position to 5,103 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #175.

Bogart Wealth LLC first reported a position in IRM in Q2 2021 and has held it in 22 quarters since. The position peaked at $640K in Q2 2026. 726 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Bogart Wealth LLC held 5,103 shares of Iron Mountain worth $566K as of Q3 2026.
  • Bogart Wealth LLC bought 33 Iron Mountain shares in Q3 2026, an estimated $3.95K.
  • Iron Mountain made up 0.02% of Bogart Wealth LLC's portfolio in Q3 2026, its #175 holding.
  • Bogart Wealth LLC first reported a position in Iron Mountain in Q2 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Iron Mountain position peaked at $640K in Q2 2026.
  • 726 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.