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Financial Network Wealth Advisors’s Iron Mountain IRM Stock Holding History

Financial Network 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
Q1 		$29K Sell
284
-16
-5% -$1.59K 0.03% 342
2025
Q4 		$24.9K Hold
300
– – 0.03% 363
2025
Q3 		$30.6K Hold
300
– – 0.03% 329
2025
Q2 		$30.8K Hold
300
– – 0.04% 317
2025
Q1 		$25.8K Buy
+300
New +$28.9K 0.03% 317
2024
Q4 		– Sell
-291
Closed -$34.6K – 659
2024
Q3 		$34.6K Buy
291
+7
+2% +$749 0.03% 317
2024
Q2 		$25.5K Buy
+284
New +$23K 0.02% 374

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

Financial Network Wealth Advisors's IRM Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Iron Mountain (IRM) stake by 5.3% in Q1 2026, selling an estimated $1.59K and leaving 284 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #342.

Financial Network Wealth Advisors first reported a position in IRM in Q2 2024 and has held it in 7 quarters since. The position peaked at $34.6K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Financial Network Wealth Advisors held 284 shares of Iron Mountain worth $29K as of Q1 2026.
  • Financial Network Wealth Advisors sold 16 Iron Mountain shares in Q1 2026, an estimated $1.59K.
  • Iron Mountain made up 0.03% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #342 holding.
  • Financial Network Wealth Advisors first reported a position in Iron Mountain in Q2 2024 and has held it in 7 quarters since.
  • Financial Network Wealth Advisors's Iron Mountain position peaked at $34.6K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.