Focus Partners Wealth
IRM icon

Focus Partners Wealth’s Iron Mountain IRM Stock Holding History

Focus Partners 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 		$26.7M Buy
211,460
+3,929
+2% +$482K 0.03% 444
2026
Q1 		$21.2M Sell
207,531
-10,384
-5% -$1.03M 0.02% 483
2025
Q4 		$18.3M Buy
217,915
+88,319
+68% +$8.27M 0.02% 512
2025
Q3 		$13.2M Buy
129,596
+1,748
+1% +$168K 0.02% 487
2025
Q2 		$13.1M Sell
127,848
-21,689
-15% -$2.04M 0.03% 448
2025
Q1 		$12.9M Buy
149,537
+27,252
+22% +$2.63M 0.03% 423
2024
Q4 		$12.9M Buy
122,285
+89,232
+270% +$10.5M 0.03% 403
2024
Q3 		$3.93M Sell
33,053
-87,959
-73% -$9.41M 0.01% 616
2024
Q2 		$10.8M Buy
121,012
+46,290
+62% +$3.75M 0.04% 371
2024
Q1 		$5.99M Buy
74,722
+58,089
+349% +$4.2M 0.05% 293
2023
Q4 		$1.16M Buy
+16,633
New +$1.04M 0.02% 428

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

Focus Partners Wealth's IRM Position: Q2 2026 in Review

Focus Partners Wealth increased its Iron Mountain (IRM) stake by 1.9% in Q2 2026, buying an estimated $482K and bringing the position to 211,460 shares worth $26.7M. The position accounts for 0.03% of the portfolio, ranked #444.

Focus Partners Wealth first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Focus Partners Wealth held 211,460 shares of Iron Mountain worth $26.7M as of Q2 2026.
  • Focus Partners Wealth bought 3,929 Iron Mountain shares in Q2 2026, an estimated $482K.
  • Iron Mountain made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #444 holding.
  • Focus Partners Wealth first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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