IWM
IRM icon

IMG Wealth Management’s Iron Mountain IRM Stock Holding History

IMG 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 		$34K Buy
269
+8
+3% +$981 0.02% 210
2026
Q1 		$26.7K Buy
261
+17
+7% +$1.69K 0.02% 212
2025
Q4 		$20.2K Hold
244
– – 0.01% 236
2025
Q3 		$24.9K Hold
244
– – 0.02% 192
2025
Q2 		$25K Hold
244
– – 0.02% 188
2025
Q1 		$21K Hold
244
– – 0.02% 192
2024
Q4 		$25.6K Buy
+244
New +$28.7K 0.02% 164

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

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

IMG Wealth Management increased its Iron Mountain (IRM) stake by 3.1% in Q2 2026, buying an estimated $981 and bringing the position to 269 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #210.

IMG Wealth Management 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.

  • IMG Wealth Management held 269 shares of Iron Mountain worth $34K as of Q2 2026.
  • IMG Wealth Management bought 8 Iron Mountain shares in Q2 2026, an estimated $981.
  • Iron Mountain made up 0.02% of IMG Wealth Management's portfolio in Q2 2026, its #210 holding.
  • IMG Wealth Management 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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.