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Cornerstone Wealth Group’s Iron Mountain IRM Stock Holding History

Cornerstone Wealth Group’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 		$558K Buy
4,419
+221
+5% +$27.1K 0.03% 229
2026
Q1 		$495K Buy
4,198
+184
+5% +$18.3K 0.03% 234
2025
Q4 		$333K Sell
4,014
-19
-0.5% -$1.78K 0.02% 266
2025
Q3 		$411K Sell
4,033
-19
-0.5% -$1.83K 0.03% 218
2025
Q2 		$416K Buy
4,052
+147
+4% +$13.9K 0.03% 203
2025
Q1 		$336K Buy
3,905
+4
+0.1% +$385 0.03% 207
2024
Q4 		$410K Buy
3,901
+13
+0.3% +$1.53K 0.03% 180
2024
Q3 		$462K Buy
3,888
+4
+0.1% +$428 0.04% 173
2024
Q2 		$348K Buy
3,884
+73
+2% +$5.91K 0.03% 188
2024
Q1 		$306K Buy
+3,811
New +$276K 0.03% 189

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

Cornerstone Wealth Group's IRM Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Iron Mountain (IRM) stake by 5.3% in Q2 2026, buying an estimated $27.1K and bringing the position to 4,419 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #229.

Cornerstone Wealth Group first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Cornerstone Wealth Group held 4,419 shares of Iron Mountain worth $558K as of Q2 2026.
  • Cornerstone Wealth Group bought 221 Iron Mountain shares in Q2 2026, an estimated $27.1K.
  • Iron Mountain made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #229 holding.
  • Cornerstone Wealth Group first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.