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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
Q2 		$2.37M Sell
18,781
-3,363
-15% -$412K 0.07% 155
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 $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

GeoWealth Management's IRM Position: Q2 2026 in Review

GeoWealth Management reduced its Iron Mountain (IRM) stake by 15% in Q2 2026, selling an estimated $412K and leaving 18,781 shares worth $2.37M. The position accounts for 0.07% of the portfolio, ranked #155.

GeoWealth Management first reported a position in IRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.86M in Q4 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • GeoWealth Management held 18,781 shares of Iron Mountain worth $2.37M as of Q2 2026.
  • GeoWealth Management sold 3,363 Iron Mountain shares in Q2 2026, an estimated $412K.
  • Iron Mountain made up 0.07% of GeoWealth Management's portfolio in Q2 2026, its #155 holding.
  • GeoWealth Management first reported a position in Iron Mountain in Q1 2022 and has held it in 18 quarters since.
  • GeoWealth Management's Iron Mountain position peaked at $2.86M in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.