CWM
IRM icon

Copia Wealth Management’s Iron Mountain IRM Stock Holding History

Copia Wealth Management’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 		$5.3K Hold
42
– – ﹤0.01% 393
2026
Q1 		$4.29K Hold
42
– – ﹤0.01% 391
2025
Q4 		$3.48K Hold
42
– – ﹤0.01% 402
2025
Q3 		$4.28K Hold
42
– – ﹤0.01% 366
2025
Q2 		$4.31K Hold
42
– – ﹤0.01% 354
2025
Q1 		$3.61K Hold
42
– – ﹤0.01% 359
2024
Q4 		$4.42K Buy
+42
New +$4.93K ﹤0.01% 327

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

Copia Wealth Management's IRM Position: Q2 2026 in Review

Copia Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 42 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Copia Wealth Management first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Copia Wealth Management held 42 shares of Iron Mountain worth $5.3K as of Q2 2026.
  • Copia Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #393 holding.
  • Copia Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.