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High Note Wealth’s Iron Mountain IRM Stock Holding History

High Note Wealth’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 		$10.6K Buy
84
+10
+14% +$1.23K ﹤0.01% 392
2026
Q1 		$7.56K Buy
74
+24
+48% +$2.39K ﹤0.01% 421
2025
Q4 		$4.15K Sell
50
-5
-9% -$468 ﹤0.01% 584
2025
Q3 		$5.61K Buy
55
+8
+17% +$771 ﹤0.01% 422
2025
Q2 		$4.82K Sell
47
-10
-18% -$943 ﹤0.01% 434
2025
Q1 		$4.9K Buy
57
+7
+14% +$675 ﹤0.01% 420
2024
Q4 		$5.26K Buy
+50
New +$5.88K ﹤0.01% 415

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

High Note Wealth's IRM Position: Q2 2026 in Review

High Note Wealth increased its Iron Mountain (IRM) stake by 14% in Q2 2026, buying an estimated $1.23K and bringing the position to 84 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

High Note Wealth first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • High Note Wealth held 84 shares of Iron Mountain worth $10.6K as of Q2 2026.
  • High Note Wealth bought 10 Iron Mountain shares in Q2 2026, an estimated $1.23K.
  • Iron Mountain made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #392 holding.
  • High Note Wealth first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.