GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Iron Mountain IRM Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$842K Buy
6,664
+300
+5% +$36.8K 0.02% 184
2026
Q1 		$650K Buy
6,364
+72
+1% +$7.16K 0.02% 192
2025
Q4 		$522K Sell
6,292
-40
-0.6% -$3.74K 0.02% 212
2025
Q3 		$645K Buy
6,332
+49
+0.8% +$4.72K 0.02% 190
2025
Q2 		$644K Buy
6,283
+63
+1% +$5.94K 0.02% 178
2025
Q1 		$535K Buy
6,220
+42
+0.7% +$4.05K 0.02% 185
2024
Q4 		$649K Buy
6,178
+12
+0.2% +$1.41K 0.03% 164
2024
Q3 		$733K Sell
6,166
-228
-4% -$24.4K 0.03% 150
2024
Q2 		$573K Buy
6,394
+52
+0.8% +$4.21K 0.03% 159
2024
Q1 		$509K Buy
6,342
+61
+1% +$4.42K 0.03% 173
2023
Q4 		$440K Hold
6,281
– – 0.03% 173
2023
Q3 		$373K Sell
6,281
-810
-11% -$49.5K 0.03% 180
2023
Q2 		$403K Hold
7,091
– – 0.03% 173
2023
Q1 		$375K Buy
7,091
+60
+0.9% +$3.14K 0.03% 182
2022
Q4 		$350K Hold
7,031
– – 0.03% 183
2022
Q3 		$309K Hold
7,031
– – 0.03% 179
2022
Q2 		$342K Sell
7,031
-4
-0.1% -$210 0.03% 178
2022
Q1 		$389K Sell
7,035
-7
-0.1% -$333 0.03% 177
2021
Q4 		$368K Buy
7,042
+7,038
+175,950% +$333K 0.03% 187
2021
Q3 		$4K Sell
4
-7,039
-100% -$317K ﹤0.01% 789
2021
Q2 		$298K Buy
+7,043
New +$295K 0.03% 194

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IRM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Iron Mountain (IRM) stake by 4.7% in Q2 2026, buying an estimated $36.8K and bringing the position to 6,664 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #184.

Gerber Kawasaki Wealth & Investment Management first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. 853 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,664 shares of Iron Mountain worth $842K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 300 Iron Mountain shares in Q2 2026, an estimated $36.8K.
  • Iron Mountain made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #184 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • 853 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.