IAG Wealth Partners’s Iron Mountain IRM Stock Holding History

IAG Wealth Partners’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 Q1	$24.1K	Sell	236 -59	-20%	-$5.87K	﹤0.01%	285
2025 Q4	$24.5K	Hold	295	–	–	﹤0.01%	273
2025 Q3	$30.1K	Hold	295	–	–	﹤0.01%	261
2025 Q2	$30.3K	Hold	295	–	–	﹤0.01%	241
2025 Q1	$25.4K	Hold	295	–	–	﹤0.01%	258
2024 Q4	$31K	Hold	295	–	–	0.01%	237
2024 Q3	$35.1K	Hold	295	–	–	0.01%	224
2024 Q2	$26.4K	Hold	295	–	–	0.01%	242
2024 Q1	$23.7K	Hold	295	–	–	0.01%	227
2023 Q4	$20.6K	Hold	295	–	–	﹤0.01%	231
2023 Q3	$17.5K	Hold	295	–	–	﹤0.01%	235
2023 Q2	$16.8K	Hold	295	–	–	﹤0.01%	254
2023 Q1	$15.6K	Hold	295	–	–	﹤0.01%	254
2022 Q4	$14.7K	Hold	295	–	–	﹤0.01%	247
2022 Q3	$13K	Hold	295	–	–	﹤0.01%	247
2022 Q2	$14K	Hold	295	–	–	﹤0.01%	240
2022 Q1	$16K	Hold	295	–	–	0.01%	246
2021 Q4	$15K	Hold	295	–	–	﹤0.01%	251
2021 Q3	$13K	Hold	295	–	–	﹤0.01%	239
2021 Q2	$13K	Hold	295	–	–	﹤0.01%	230
2021 Q1	$11K	Hold	295	–	–	﹤0.01%	250
2020 Q4	$9K	Hold	295	–	–	﹤0.01%	254
2020 Q3	$8K	Buy	+295	New	+$8.39K	﹤0.01%	248

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAG Wealth Partners's IRM Position: Q1 2026 in Review

IAG Wealth Partners reduced its Iron Mountain (IRM) stake by 20% in Q1 2026, selling an estimated $5.87K and leaving 236 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

IAG Wealth Partners first reported a position in IRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $35.1K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

IAG Wealth Partners held 236 shares of Iron Mountain worth $24.1K as of Q1 2026.
IAG Wealth Partners sold 59 Iron Mountain shares in Q1 2026, an estimated $5.87K.
Iron Mountain made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #285 holding.
IAG Wealth Partners first reported a position in Iron Mountain in Q3 2020 and has held it in 23 quarters since.
IAG Wealth Partners's Iron Mountain position peaked at $35.1K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.