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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Wealth Group's IRM Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Iron Mountain (IRM) stake by 4.6% in Q1 2026, buying an estimated $18.3K and bringing the position to 4,198 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #234.

Cornerstone Wealth Group first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Cornerstone Wealth Group held 4,198 shares of Iron Mountain worth $495K as of Q1 2026.
Cornerstone Wealth Group bought 184 Iron Mountain shares in Q1 2026, an estimated $18.3K.
Iron Mountain made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #234 holding.
Cornerstone Wealth Group first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.