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Channel Wealth’s Iron Mountain IRM Stock Holding History

Channel Wealth’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 		$217K Buy
+1,719
New +$211K 0.05% 175
2025
Q4 		– Sell
-2,022
Closed -$206K – 179
2025
Q3 		$206K Sell
2,022
-599
-23% -$57.7K 0.06% 162
2025
Q2 		$269K Buy
2,621
+2
+0.1% +$189 0.08% 145
2025
Q1 		$225K Buy
2,619
+50
+2% +$4.82K 0.07% 151
2024
Q4 		$270K Sell
2,569
-249
-9% -$29.3K 0.09% 140
2024
Q3 		$335K Sell
2,818
-82
-3% -$8.77K 0.11% 121
2024
Q2 		$260K Sell
2,900
-100
-3% -$8.09K 0.09% 137
2024
Q1 		$241K Hold
3,000
– – 0.1% 156
2023
Q4 		$210K Buy
+3,000
New +$188K 0.1% 166

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 $3.37T AUM 44.26% 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

Channel Wealth's IRM Position: Q2 2026 in Review

Channel Wealth opened a new position in Iron Mountain (IRM) in Q2 2026: 1,719 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: Channel Wealth previously reported a position in IRM as recently as Q3 2025.

Channel Wealth first reported a position in IRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $335K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Channel Wealth held 1,719 shares of Iron Mountain worth $217K as of Q2 2026.
  • Iron Mountain was a new Channel Wealth position in Q2 2026.
  • Iron Mountain made up 0.05% of Channel Wealth's portfolio in Q2 2026, its #175 holding.
  • Channel Wealth first reported a position in Iron Mountain in Q4 2023 and has held it in 9 quarters since.
  • Channel Wealth's Iron Mountain position peaked at $335K in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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