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Clark Wealth Partners’s Iron Mountain IRM Stock Holding History

Clark 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 		$1.9K Hold
15
– – ﹤0.01% 426
2026
Q1 		$1.53K Buy
+15
New +$1.49K ﹤0.01% 479
2025
Q3 		– Sell
-15
Closed -$1.45K – 605
2025
Q2 		$1.54K Hold
15
– – ﹤0.01% 402
2025
Q1 		$1.29K Buy
15
+1
+7% +$96 ﹤0.01% 418
2024
Q4 		$1.47K Buy
+14
New +$1.65K ﹤0.01% 404

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Clark Wealth Partners held its Iron Mountain (IRM) position steady in Q2 2026 at 15 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Clark Wealth Partners first reported a position in IRM in Q4 2024 and has held it in 5 quarters since. 1,109 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Clark Wealth Partners held 15 shares of Iron Mountain worth $1.9K as of Q2 2026.
  • Clark Wealth Partners left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #426 holding.
  • Clark Wealth Partners first reported a position in Iron Mountain in Q4 2024 and has held it in 5 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.