IWM
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IHT Wealth Management’s Iron Mountain IRM Stock Holding History

IHT 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
Q1 		$702K Sell
6,868
-9,461
-58% -$941K 0.02% 703
2025
Q4 		$1.35M Buy
16,329
+39
+0.2% +$3.65K 0.03% 453
2025
Q3 		$1.66M Sell
16,290
-661
-4% -$63.7K 0.04% 376
2025
Q2 		$1.74M Sell
16,951
-138
-0.8% -$13K 0.05% 345
2025
Q1 		$1.47M Buy
17,089
+6,668
+64% +$643K 0.05% 357
2024
Q4 		$1.1M Sell
10,421
-1,680
-14% -$197K 0.04% 430
2024
Q3 		$1.44M Buy
12,101
+2,479
+26% +$265K 0.04% 402
2024
Q2 		$862K Buy
9,622
+346
+4% +$28K 0.03% 472
2024
Q1 		$744K Buy
9,276
+74
+0.8% +$5.36K 0.03% 507
2023
Q4 		$644K Buy
9,202
+407
+5% +$25.5K 0.03% 517
2023
Q3 		$523K Buy
8,795
+35
+0.4% +$2.14K 0.03% 540
2023
Q2 		$498K Buy
8,760
+505
+6% +$27.6K 0.03% 537
2023
Q1 		$437K Buy
8,255
+35
+0.4% +$1.83K 0.02% 551
2022
Q4 		$410K Buy
8,220
+1,189
+17% +$60K 0.03% 551
2022
Q3 		$309K Buy
7,031
+2,914
+71% +$147K 0.02% 609
2022
Q2 		$200K Buy
4,117
+94
+2% +$4.95K 0.02% 666
2022
Q1 		$223K Buy
4,023
+43
+1% +$2.05K 0.02% 673
2021
Q4 		$208K Buy
+3,980
New +$188K 0.02% 741
2018
Q2 		– Sell
-1,658
Closed -$54K – 886
2018
Q1 		$54K Buy
1,658
+2
+0.1% +$67 0.01% 650
2017
Q4 		$61K Buy
1,656
+1,549
+1,448% +$61.5K 0.02% 632
2017
Q3 		$4K Hold
107
– – ﹤0.01% 1124
2017
Q2 		$11 Hold
107
– – 0.01% 948
2017
Q1 		$4K Hold
107
– – ﹤0.01% 985
2016
Q4 		$4K Buy
+107
New +$3.56K ﹤0.01% 947

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IHT Wealth Management's IRM Position: Q1 2026 in Review

IHT Wealth Management reduced its Iron Mountain (IRM) stake by 58% in Q1 2026, selling an estimated $941K and leaving 6,868 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #703.

IHT Wealth Management first reported a position in IRM in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.74M in Q2 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • IHT Wealth Management held 6,868 shares of Iron Mountain worth $702K as of Q1 2026.
  • IHT Wealth Management sold 9,461 Iron Mountain shares in Q1 2026, an estimated $941K.
  • Iron Mountain made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #703 holding.
  • IHT Wealth Management first reported a position in Iron Mountain in Q4 2016 and has held it in 24 quarters since.
  • IHT Wealth Management's Iron Mountain position peaked at $1.74M in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.