GM
IRM icon

GeoWealth Management’s Iron Mountain IRM Stock Holding History

GeoWealth Management’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 		$2.26M Buy
22,144
+1,748
+9% +$174K 0.08% 148
2025
Q4 		$1.69M Sell
20,396
-3,023
-13% -$283K 0.06% 182
2025
Q3 		$2.39M Sell
23,419
-213
-0.9% -$20.5K 0.09% 148
2025
Q2 		$2.42M Sell
23,632
-128
-0.5% -$12.1K 0.09% 128
2025
Q1 		$2.04M Sell
23,760
-3,469
-13% -$334K 0.08% 144
2024
Q4 		$2.86M Buy
27,229
+5,490
+25% +$645K 0.09% 146
2024
Q3 		$2.58M Sell
21,739
-1,113
-5% -$119K 0.09% 159
2024
Q2 		$2.05M Buy
22,852
+9,899
+76% +$801K 0.09% 158
2024
Q1 		$1.04M Buy
12,953
+10,138
+360% +$734K 0.04% 286
2023
Q4 		$198K Buy
2,815
+2,170
+336% +$136K 0.02% 510
2023
Q3 		$38K Buy
645
+329
+104% +$20.1K ﹤0.01% 406
2023
Q2 		$18K Sell
316
-25
-7% -$1.37K ﹤0.01% 384
2023
Q1 		$18K Sell
341
-48
-12% -$2.52K ﹤0.01% 324
2022
Q4 		$19K Sell
389
-61
-14% -$3.08K ﹤0.01% 320
2022
Q3 		$20K Buy
450
+72
+19% +$3.64K ﹤0.01% 314
2022
Q2 		$18K Buy
378
+54
+17% +$2.84K ﹤0.01% 308
2022
Q1 		$18K Buy
+324
New +$15.4K ﹤0.01% 373

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

GeoWealth Management's IRM Position: Q1 2026 in Review

GeoWealth Management increased its Iron Mountain (IRM) stake by 8.6% in Q1 2026, buying an estimated $174K and bringing the position to 22,144 shares worth $2.26M. The position accounts for 0.08% of the portfolio, ranked #148.

GeoWealth Management first reported a position in IRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.86M in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • GeoWealth Management held 22,144 shares of Iron Mountain worth $2.26M as of Q1 2026.
  • GeoWealth Management bought 1,748 Iron Mountain shares in Q1 2026, an estimated $174K.
  • Iron Mountain made up 0.08% of GeoWealth Management's portfolio in Q1 2026, its #148 holding.
  • GeoWealth Management first reported a position in Iron Mountain in Q1 2022 and has held it in 17 quarters since.
  • GeoWealth Management's Iron Mountain position peaked at $2.86M in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.