DWM
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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
Q1 		– Sell
-1,500
Closed -$7.65K – 340
2025
Q4 		$7.65K Hold
1,500
– – ﹤0.01% 329
2025
Q3 		$23.4K Buy
1,500
+1,400
+1,400% +$135K ﹤0.01% 274
2025
Q2 		$4.58K Hold
100
– – ﹤0.01% 272
2025
Q1 		$2.99K Hold
100
– – ﹤0.01% 252
2024
Q4 		$4.83K Hold
100
– – ﹤0.01% 242
2024
Q3 		$6.24K Hold
100
– – ﹤0.01% 232
2024
Q2 		$3.47K Hold
100
– – ﹤0.01% 214
2024
Q1 		$2.64K Hold
100
– – ﹤0.01% 222
2023
Q4 		$1.66K Buy
+100
New +$6.27K ﹤0.01% 213

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.