Carson Wealth (CWM LLC)’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.47M | Buy |
53,578
+31,967
| +148% | +$3.18M | 0.01% | 780 |
|
|
2025
Q4 | $1.79M | Buy |
21,611
+9,872
| +84% | +$924K | ﹤0.01% | 1190 |
|
|
2025
Q3 | $1.2M | Buy |
11,739
+3,324
| +40% | +$320K | ﹤0.01% | 1307 |
|
|
2025
Q2 | $863K | Buy |
8,415
+1,820
| +28% | +$172K | ﹤0.01% | 1323 |
|
|
2025
Q1 | $567K | Sell |
6,595
-245
| -4% | -$23.6K | ﹤0.01% | 1400 |
|
|
2024
Q4 | $719K | Sell |
6,840
-850
| -11% | -$99.9K | ﹤0.01% | 1238 |
|
|
2024
Q3 | $914K | Buy |
7,690
+45
| +0.6% | +$4.81K | ﹤0.01% | 1087 |
|
|
2024
Q2 | $685K | Buy |
7,645
+1,593
| +26% | +$129K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $485K | Sell |
6,052
-706
| -10% | -$51.1K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $473K | Buy |
6,758
+896
| +15% | +$56.2K | ﹤0.01% | 1084 |
|
|
2023
Q3 | $348K | Buy |
5,862
+1,071
| +22% | +$65.4K | ﹤0.01% | 1104 |
|
|
2023
Q2 | $272K | Sell |
4,791
-1,446
| -23% | -$79.2K | ﹤0.01% | 1147 |
|
|
2023
Q1 | $330K | Buy |
6,237
+2,086
| +50% | +$109K | ﹤0.01% | 1025 |
|
|
2022
Q4 | $207K | Buy |
4,151
+755
| +22% | +$38.1K | ﹤0.01% | 1093 |
|
|
2022
Q3 | $149K | Sell |
3,396
-181
| -5% | -$9.14K | ﹤0.01% | 1162 |
|
|
2022
Q2 | $174K | Buy |
3,577
+318
| +10% | +$16.7K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $181K | Buy |
3,259
+624
| +24% | +$29.7K | ﹤0.01% | 1075 |
|
|
2021
Q4 | $138K | Buy |
+2,635
| New | +$125K | ﹤0.01% | 1175 |
|
|
2021
Q2 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q1 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q4 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q3 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q2 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q1 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q4 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q3 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q2 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q1 | $82K | Buy |
+1,934
| New | +$68.3K | ﹤0.01% | 1203 |
|
|
2017
Q4 | – | Sell |
-439
| Closed | -$17K | – | 1512 |
|
|
2017
Q3 | $17K | Buy |
+439
| New | +$16.4K | ﹤0.01% | 748 |
|
|
2014
Q1 | – | Sell |
-195
| Closed | -$5K | – | 312 |
|
|
2013
Q4 | $5K | Sell |
195
-413
| -68% | -$10.6K | ﹤0.01% | 515 |
|
|
2013
Q3 | $15K | Buy |
+608
| New | +$15.4K | ﹤0.01% | 295 |
|
Other funds holding IRM
VPM
VCM
Carson Wealth (CWM LLC)'s IRM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Iron Mountain (IRM) stake by 148% in Q1 2026, buying an estimated $3.18M and bringing the position to 53,578 shares worth $5.47M. The position accounts for 0.01% of the portfolio, ranked #780.
Carson Wealth (CWM LLC) first reported a position in IRM in Q3 2013 and has held it in 31 quarters since. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Carson Wealth (CWM LLC) held 53,578 shares of Iron Mountain worth $5.47M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 31,967 Iron Mountain shares in Q1 2026, an estimated $3.18M.
- Iron Mountain made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #780 holding.
- Carson Wealth (CWM LLC) first reported a position in Iron Mountain in Q3 2013 and has held it in 31 quarters since.
- 1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.