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Destination Wealth Management’s Iron Mountain IRM Stock Holding History

Destination Wealth Management’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 		$691K Buy
5,473
+287
+6% +$35.2K 0.02% 191
2026
Q1 		$530K Buy
5,186
+1,904
+58% +$189K 0.01% 200
2025
Q4 		$272K Buy
3,282
+498
+18% +$46.6K 0.01% 254
2025
Q3 		$284K Hold
2,784
– – 0.01% 224
2025
Q2 		$286K Sell
2,784
-862
-24% -$81.3K 0.01% 218
2025
Q1 		$314K Hold
3,646
– – 0.01% 202
2024
Q4 		$383K Sell
3,646
-61
-2% -$7.17K 0.01% 182
2024
Q3 		$440K Buy
3,707
+761
+26% +$81.4K 0.01% 169
2024
Q2 		$264K Hold
2,946
– – 0.01% 181
2024
Q1 		$236K Hold
2,946
– – 0.01% 192
2023
Q4 		$206K Sell
2,946
-1,930
-40% -$121K 0.01% 194
2023
Q3 		$290K Sell
4,876
-257
-5% -$15.7K 0.01% 166
2023
Q2 		$292K Buy
5,133
+941
+22% +$51.5K 0.01% 171
2023
Q1 		$222K Buy
4,192
+97
+2% +$5.08K 0.01% 192
2022
Q4 		$204K Buy
+4,095
New +$207K 0.01% 192
2019
Q3 		– Sell
-1,462
Closed -$46K – 312
2019
Q2 		$46K Hold
1,462
– – ﹤0.01% 286
2019
Q1 		$52K Hold
1,462
– – ﹤0.01% 256
2018
Q4 		$47K Hold
1,462
– – ﹤0.01% 263
2018
Q3 		$50K Hold
1,462
– – ﹤0.01% 283
2018
Q2 		$51K Hold
1,462
– – ﹤0.01% 254
2018
Q1 		$48K Buy
+1,462
New +$49.3K ﹤0.01% 258

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

Destination Wealth Management's IRM Position: Q2 2026 in Review

Destination Wealth Management increased its Iron Mountain (IRM) stake by 5.5% in Q2 2026, buying an estimated $35.2K and bringing the position to 5,473 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #191.

Destination Wealth Management first reported a position in IRM in Q1 2018 and has held it in 21 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Destination Wealth Management held 5,473 shares of Iron Mountain worth $691K as of Q2 2026.
  • Destination Wealth Management bought 287 Iron Mountain shares in Q2 2026, an estimated $35.2K.
  • Iron Mountain made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Destination Wealth Management first reported a position in Iron Mountain in Q1 2018 and has held it in 21 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.