DWM
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Diversify Wealth Management’s Iron Mountain IRM Stock Holding History

Diversify 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 		$1.09M Sell
8,550
-65
-0.8% -$7.97K 0.02% 603
2026
Q1 		$987K Buy
8,615
+5,915
+219% +$588K 0.02% 603
2025
Q4 		$249K Buy
2,700
+105
+4% +$9.83K 0.01% 554
2025
Q3 		$269K Hold
2,595
– – 0.02% 472
2025
Q2 		$239K Sell
2,595
-50
-2% -$4.71K 0.01% 490
2025
Q1 		$233K Buy
2,645
+230
+10% +$22.2K 0.02% 470
2024
Q4 		$244K Buy
+2,415
New +$284K 0.02% 457

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Iron Mountain (IRM) stake by 0.75% in Q2 2026, selling an estimated $7.97K and leaving 8,550 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #603.

Diversify Wealth Management first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Diversify Wealth Management held 8,550 shares of Iron Mountain worth $1.09M as of Q2 2026.
  • Diversify Wealth Management sold 65 Iron Mountain shares in Q2 2026, an estimated $7.97K.
  • Iron Mountain made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Diversify Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.