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Burling Wealth Partners’s Iron Mountain IRM Stock Holding History

Burling Wealth Partners’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 		$1.32M Sell
10,445
-226
-2% -$27.7K 0.19% 89
2026
Q1 		$1.09M Sell
10,671
-597
-5% -$59.4K 0.18% 92
2025
Q4 		$935K Sell
11,268
-124
-1% -$11.6K 0.15% 98
2025
Q3 		$1.16M Sell
11,392
-1,338
-11% -$129K 0.19% 90
2025
Q2 		$1.31M Sell
12,730
-2,797
-18% -$264K 0.24% 84
2025
Q1 		$1.34M Sell
15,527
-178
-1% -$17.2K 0.28% 83
2024
Q4 		$1.65M Buy
+15,705
New +$1.85M 0.34% 70

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

Burling Wealth Partners's IRM Position: Q2 2026 in Review

Burling Wealth Partners reduced its Iron Mountain (IRM) stake by 2.1% in Q2 2026, selling an estimated $27.7K and leaving 10,445 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #89.

Burling Wealth Partners first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Burling Wealth Partners held 10,445 shares of Iron Mountain worth $1.32M as of Q2 2026.
  • Burling Wealth Partners sold 226 Iron Mountain shares in Q2 2026, an estimated $27.7K.
  • Iron Mountain made up 0.19% of Burling Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Burling Wealth Partners first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Iron Mountain position peaked at $1.65M in Q4 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.