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Global Wealth Strategies & Associates’s Iron Mountain IRM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-600
Closed -$61.3K – 252
2026
Q1 		$61.3K Hold
600
– – 0.02% 152
2025
Q4 		$49.8K Buy
+600
New +$56.2K 0.01% 156
2025
Q2 		– Sell
-150
Closed -$12.9K – 418
2025
Q1 		$12.9K Buy
+150
New +$14.5K ﹤0.01% 231

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 $3.38T AUM 44.17% 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

Global Wealth Strategies & Associates's IRM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 600 shares — an estimated $61.3K sold.

Global Wealth Strategies & Associates first reported a position in IRM in Q1 2025 and held it in 3 quarters. The position peaked at $61.3K in Q1 2026. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 600 Iron Mountain shares in Q2 2026, an estimated $61.3K.
  • Global Wealth Strategies & Associates first reported a position in Iron Mountain in Q1 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Iron Mountain position peaked at $61.3K in Q1 2026.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.