Corient Private Wealth
IRM icon

Corient Private Wealth’s Iron Mountain IRM Stock Holding History

Corient Private 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
Q1 		$21.7M Sell
212,318
-261,263
-55% -$26M 0.03% 381
2025
Q4 		$35.1M Buy
473,581
+271,057
+134% +$25.4M 0.02% 435
2025
Q3 		$20.6M Sell
202,524
-17,751
-8% -$1.71M 0.03% 384
2025
Q2 		$22.6M Sell
220,275
-3,497
-2% -$330K 0.03% 370
2025
Q1 		$19.3M Buy
223,772
+7,630
+4% +$735K 0.03% 395
2024
Q4 		$22.7M Sell
216,142
-6,087
-3% -$715K 0.04% 370
2024
Q3 		$26.4M Sell
222,229
-15,448
-6% -$1.65M 0.04% 372
2024
Q2 		$21.3M Sell
237,677
-9,040
-4% -$732K 0.04% 377
2024
Q1 		$19.8M Sell
246,717
-62,322
-20% -$4.51M 0.04% 389
2023
Q4 		$21.6M Sell
309,039
-8,349
-3% -$524K 0.04% 374
2023
Q3 		$18.9M Sell
317,388
-76,077
-19% -$4.65M 0.04% 357
2023
Q2 		$22.4M Buy
393,465
+352,788
+867% +$19.3M 0.05% 311
2023
Q1 		$2.15M Buy
40,677
+13,413
+49% +$703K 0.01% 820
2022
Q4 		$1.36M Buy
+27,264
New +$1.38M ﹤0.01% 820

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

Corient Private Wealth's IRM Position: Q1 2026 in Review

Corient Private Wealth reduced its Iron Mountain (IRM) stake by 55% in Q1 2026, selling an estimated $26M and leaving 212,318 shares worth $21.7M. The position accounts for 0.03% of the portfolio, ranked #381.

Corient Private Wealth first reported a position in IRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $35.1M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Corient Private Wealth held 212,318 shares of Iron Mountain worth $21.7M as of Q1 2026.
  • Corient Private Wealth sold 261,263 Iron Mountain shares in Q1 2026, an estimated $26M.
  • Iron Mountain made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #381 holding.
  • Corient Private Wealth first reported a position in Iron Mountain in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Iron Mountain position peaked at $35.1M in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.