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Duncan Williams Asset Management’s Iron Mountain IRM Stock Holding History

Duncan Williams Asset 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
-2,562
Closed -$231K – 166
2025
Q4 		$231K Buy
2,562
+40
+2% +$3.74K 0.06% 157
2025
Q3 		$257K Buy
2,522
+18
+0.7% +$1.73K 0.07% 149
2025
Q2 		$257K Buy
2,504
+22
+0.9% +$2.07K 0.08% 134
2025
Q1 		$214K Buy
2,482
+16
+0.6% +$1.54K 0.08% 134
2024
Q4 		$259K Buy
2,466
+13
+0.5% +$1.53K 0.1% 121
2024
Q3 		$291K Buy
+2,453
New +$262K 0.16% 101

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Duncan Williams Asset Management's IRM Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 2,562 shares — an estimated $231K sold.

Duncan Williams Asset Management first reported a position in IRM in Q3 2024 and held it in 6 quarters. The position peaked at $291K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Duncan Williams Asset Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Duncan Williams Asset Management sold 2,562 Iron Mountain shares in Q1 2026, an estimated $231K.
  • Duncan Williams Asset Management first reported a position in Iron Mountain in Q3 2024 and held it in 6 quarters.
  • Duncan Williams Asset Management's Iron Mountain position peaked at $291K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.