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Elyxium Wealth’s Iron Mountain IRM Stock Holding History

Elyxium Wealth’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 		$241K Buy
+1,906
New +$234K 0.03% 255
2026
Q1 		– Sell
-1,004
Closed -$83.3K – 693
2025
Q4 		$83.3K Buy
+1,004
New +$94K 0.02% 270

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

Elyxium Wealth's IRM Position: Q2 2026 in Review

Elyxium Wealth opened a new position in Iron Mountain (IRM) in Q2 2026: 1,906 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings. This is a return to the name: Elyxium Wealth previously reported a position in IRM as recently as Q4 2025.

Elyxium Wealth first reported a position in IRM in Q4 2025 and has held it in 2 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Elyxium Wealth held 1,906 shares of Iron Mountain worth $241K as of Q2 2026.
  • Iron Mountain was a new Elyxium Wealth position in Q2 2026.
  • Iron Mountain made up 0.03% of Elyxium Wealth's portfolio in Q2 2026, its #255 holding.
  • Elyxium Wealth first reported a position in Iron Mountain in Q4 2025 and has held it in 2 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.