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Buck Wealth Strategies’s Iron Mountain IRM Stock Holding History

Buck Wealth Strategies’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 		$1.77K Buy
+14
New +$1.72K ﹤0.01% 874

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Buck Wealth Strategies's IRM Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Iron Mountain (IRM) in Q2 2026: 14 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings.

713 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Buck Wealth Strategies held 14 shares of Iron Mountain worth $1.77K as of Q2 2026.
  • Iron Mountain was a new Buck Wealth Strategies position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #874 holding.
  • 713 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.