GWP
IRM icon

Gateway Wealth Partners’s Iron Mountain IRM Stock Holding History

Gateway Wealth Partners’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 		$478K Sell
3,783
-234
-6% -$28.7K 0.03% 476
2026
Q1 		$410K Buy
+4,017
New +$400K 0.02% 640

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

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

Gateway Wealth Partners reduced its Iron Mountain (IRM) stake by 5.8% in Q2 2026, selling an estimated $28.7K and leaving 3,783 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #476.

Gateway Wealth Partners first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Gateway Wealth Partners held 3,783 shares of Iron Mountain worth $478K as of Q2 2026.
  • Gateway Wealth Partners sold 234 Iron Mountain shares in Q2 2026, an estimated $28.7K.
  • Iron Mountain made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #476 holding.
  • Gateway Wealth Partners first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.