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HB Wealth Management’s Iron Mountain IRM Stock Holding History

HB Wealth 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 		$1.97M Buy
15,577
+171
+1% +$21K 0.01% 484
2026
Q1 		$1.57M Buy
15,406
+3,579
+30% +$356K 0.01% 502
2025
Q4 		$981K Sell
11,827
-1,359
-10% -$127K 0.01% 630
2025
Q3 		$1.34M Buy
13,186
+3,164
+32% +$305K 0.01% 531
2025
Q2 		$1.03M Buy
10,022
+299
+3% +$28.2K 0.01% 523
2025
Q1 		$837K Buy
9,723
+1,832
+23% +$177K 0.01% 593
2024
Q4 		$829K Sell
7,891
-1,446
-15% -$170K 0.01% 461
2024
Q3 		$1.11M Buy
9,337
+2,702
+41% +$289K 0.01% 371
2024
Q2 		$595K Buy
6,635
+471
+8% +$38.1K 0.01% 493
2024
Q1 		$494K Buy
6,164
+90
+1% +$6.51K 0.01% 506
2023
Q4 		$425K Sell
6,074
-342
-5% -$21.5K 0.01% 508
2023
Q3 		$381K Buy
6,416
+1,374
+27% +$84K 0.01% 508
2023
Q2 		$286K Sell
5,042
-300
-6% -$16.4K ﹤0.01% 558
2023
Q1 		$283K Buy
5,342
+501
+10% +$26.3K ﹤0.01% 550
2022
Q4 		$241K Buy
+4,841
New +$244K ﹤0.01% 587
2022
Q3 		– Sell
-4,360
Closed -$212K – 594
2022
Q2 		$212K Buy
4,360
+225
+5% +$11.8K ﹤0.01% 533
2022
Q1 		$229K Buy
4,135
+284
+7% +$13.5K ﹤0.01% 533
2021
Q4 		$202K Buy
+3,851
New +$182K ﹤0.01% 498

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

HB Wealth Management's IRM Position: Q2 2026 in Review

HB Wealth Management increased its Iron Mountain (IRM) stake by 1.1% in Q2 2026, buying an estimated $21K and bringing the position to 15,577 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #484.

HB Wealth Management first reported a position in IRM in Q4 2021 and has held it in 18 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • HB Wealth Management held 15,577 shares of Iron Mountain worth $1.97M as of Q2 2026.
  • HB Wealth Management bought 171 Iron Mountain shares in Q2 2026, an estimated $21K.
  • Iron Mountain made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #484 holding.
  • HB Wealth Management first reported a position in Iron Mountain in Q4 2021 and has held it in 18 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.