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Daymark Wealth Partners’s Iron Mountain IRM Stock Holding History

Daymark 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 		$657K Buy
5,201
+395
+8% +$48.4K 0.02% 414
2026
Q1 		$491K Buy
4,806
+2,104
+78% +$209K 0.02% 426
2025
Q4 		$224K Buy
2,702
+4
+0.1% +$374 0.01% 564
2025
Q3 		$275K Sell
2,698
-69
-2% -$6.65K 0.01% 500
2025
Q2 		$284K Buy
2,767
+135
+5% +$12.7K 0.01% 460
2025
Q1 		$226K Sell
2,632
-183
-7% -$17.6K 0.01% 466
2024
Q4 		$296K Buy
2,815
+81
+3% +$9.52K 0.01% 412
2024
Q3 		$325K Sell
2,734
-20
-0.7% -$2.14K 0.01% 407
2024
Q2 		$247K Sell
2,754
-60
-2% -$4.86K 0.01% 439
2024
Q1 		$226K Sell
2,814
-69
-2% -$4.99K 0.01% 396
2023
Q4 		$202K Buy
+2,883
New +$181K 0.01% 387

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

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

Daymark Wealth Partners increased its Iron Mountain (IRM) stake by 8.2% in Q2 2026, buying an estimated $48.4K and bringing the position to 5,201 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #414.

Daymark Wealth Partners first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Daymark Wealth Partners held 5,201 shares of Iron Mountain worth $657K as of Q2 2026.
  • Daymark Wealth Partners bought 395 Iron Mountain shares in Q2 2026, an estimated $48.4K.
  • Iron Mountain made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #414 holding.
  • Daymark Wealth Partners first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.