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EP Wealth Advisors’s Iron Mountain IRM Stock Holding History

EP Wealth Advisors’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 		$1.5M Buy
11,861
+2,748
+30% +$337K 0.01% 651
2026
Q1 		$931K Sell
9,113
-2,750
-23% -$274K ﹤0.01% 658
2025
Q4 		$984K Buy
+11,863
New +$1.11M 0.01% 631
2025
Q2 		$1.76M Buy
17,146
+2,210
+15% +$208K 0.01% 440
2025
Q1 		$1.29M Sell
14,936
-2,480
-14% -$239K 0.01% 444
2024
Q4 		$1.83M Buy
17,416
+3,619
+26% +$425K 0.01% 373
2024
Q3 		$1.64M Sell
13,797
-761
-5% -$81.4K 0.01% 394
2024
Q2 		$1.3M Buy
14,558
+1,580
+12% +$128K 0.01% 344
2024
Q1 		$1.04M Sell
12,978
-896
-6% -$64.9K 0.01% 369
2023
Q4 		$971K Sell
13,874
-1,556
-10% -$97.6K 0.01% 368
2023
Q3 		$917K Sell
15,430
-15,564
-50% -$951K 0.01% 347
2023
Q2 		$800K Buy
30,994
+29,935
+2,827% +$1.64M 0.01% 368
2023
Q1 		$211K Sell
1,059
-14,712
-93% -$771K ﹤0.01% 564
2022
Q4 		$786K Sell
15,771
-7,384
-32% -$373K 0.01% 323
2022
Q3 		$1.02M Buy
+23,155
New +$1.17M 0.02% 235

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

EP Wealth Advisors's IRM Position: Q2 2026 in Review

EP Wealth Advisors increased its Iron Mountain (IRM) stake by 30% in Q2 2026, buying an estimated $337K and bringing the position to 11,861 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #651.

EP Wealth Advisors first reported a position in IRM in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.83M in Q4 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • EP Wealth Advisors held 11,861 shares of Iron Mountain worth $1.5M as of Q2 2026.
  • EP Wealth Advisors bought 2,748 Iron Mountain shares in Q2 2026, an estimated $337K.
  • Iron Mountain made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #651 holding.
  • EP Wealth Advisors first reported a position in Iron Mountain in Q3 2022 and has held it in 15 quarters since.
  • EP Wealth Advisors's Iron Mountain position peaked at $1.83M in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.