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 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

Destination Wealth Management's IRM Position: Q1 2026 in Review

Destination Wealth Management increased its Iron Mountain (IRM) stake by 58% in Q1 2026, buying an estimated $189K and bringing the position to 5,186 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #200.

Destination Wealth Management first reported a position in IRM in Q1 2018 and has held it in 20 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Destination Wealth Management held 5,186 shares of Iron Mountain worth $530K as of Q1 2026.
Destination Wealth Management bought 1,904 Iron Mountain shares in Q1 2026, an estimated $189K.
Iron Mountain made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #200 holding.
Destination Wealth Management first reported a position in Iron Mountain in Q1 2018 and has held it in 20 quarters since.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.