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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
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 $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

Burling Wealth Partners's IRM Position: Q1 2026 in Review

Burling Wealth Partners reduced its Iron Mountain (IRM) stake by 5.3% in Q1 2026, selling an estimated $59.4K and leaving 10,671 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #92.

Burling Wealth Partners first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Burling Wealth Partners held 10,671 shares of Iron Mountain worth $1.09M as of Q1 2026.
  • Burling Wealth Partners sold 597 Iron Mountain shares in Q1 2026, an estimated $59.4K.
  • Iron Mountain made up 0.18% of Burling Wealth Partners's portfolio in Q1 2026, its #92 holding.
  • Burling Wealth Partners first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Iron Mountain position peaked at $1.65M in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.