IMG Wealth Management
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
Q3 		$29.3K Sell
264
-5
-2% -$599 0.02% 223
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

IMG Wealth Management's IRM Position: Q3 2026 in Review

IMG Wealth Management reduced its Iron Mountain (IRM) stake by 1.9% in Q3 2026, selling an estimated $599 and leaving 264 shares worth $29.3K. The position accounts for 0.02% of the portfolio, ranked #223.

IMG Wealth Management first reported a position in IRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $34K in Q2 2026. 666 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • IMG Wealth Management held 264 shares of Iron Mountain worth $29.3K as of Q3 2026.
  • IMG Wealth Management sold 5 Iron Mountain shares in Q3 2026, an estimated $599.
  • Iron Mountain made up 0.02% of IMG Wealth Management's portfolio in Q3 2026, its #223 holding.
  • IMG Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 8 quarters since.
  • IMG Wealth Management's Iron Mountain position peaked at $34K in Q2 2026.
  • 666 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.