Cyndeo Wealth Partners’s Iron Mountain IRM Stock Holding History

Cyndeo 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	$3.54M	Sell	28,031 -1,920	-6%	-$235K	0.17%	138
2026 Q1	$3.06M	Buy	29,951 +101	+0.3%	+$10K	0.16%	140
2025 Q4	$2.48M	Sell	29,850 -4,378	-13%	-$410K	0.13%	149
2025 Q3	$3.49M	Buy	34,228 +1	+0%	+$96	0.19%	123
2025 Q2	$3.51M	Sell	34,227 -862	-2%	-$81.3K	0.21%	121
2025 Q1	$3.02M	Buy	35,089 +3	+0%	+$289	0.2%	128
2024 Q4	$3.69M	Sell	35,086 -1	-0%	-$117	0.25%	103
2024 Q3	$4.17M	Buy	35,087 +1,354	+4%	+$145K	0.29%	95
2024 Q2	$3.02M	Sell	33,733 -180	-0.5%	-$14.6K	0.24%	120
2024 Q1	$2.72M	Sell	33,913 -1,344	-4%	-$97.3K	0.23%	124
2023 Q4	$2.47M	Hold	35,257	–	–	0.23%	118
2023 Q3	$2.1M	Hold	35,257	–	–	0.22%	121
2023 Q2	$2M	Hold	35,257	–	–	0.21%	120
2023 Q1	$1.87M	Buy	35,257 +2	+0%	+$105	0.2%	131
2022 Q4	$1.76M	Buy	+35,255	New	+$1.78M	0.21%	132

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its Iron Mountain (IRM) stake by 6.4% in Q2 2026, selling an estimated $235K and leaving 28,031 shares worth $3.54M. The position accounts for 0.17% of the portfolio, ranked #138.

Cyndeo Wealth Partners first reported a position in IRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.17M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Cyndeo Wealth Partners held 28,031 shares of Iron Mountain worth $3.54M as of Q2 2026.
Cyndeo Wealth Partners sold 1,920 Iron Mountain shares in Q2 2026, an estimated $235K.
Iron Mountain made up 0.17% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #138 holding.
Cyndeo Wealth Partners first reported a position in Iron Mountain in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Iron Mountain position peaked at $4.17M in Q3 2024.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.