JWM
IRM icon

JPL Wealth Management’s Iron Mountain IRM Stock Holding History

JPL 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 		$13.6K Buy
108
+39
+57% +$4.78K ﹤0.01% 520
2026
Q1 		$7.05K Buy
+69
New +$6.86K ﹤0.01% 611
2025
Q4 		– Sell
-554
Closed -$56.5K – 611
2025
Q3 		$56.5K Buy
+554
New +$53.4K 0.01% 238

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

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

JPL Wealth Management increased its Iron Mountain (IRM) stake by 57% in Q2 2026, buying an estimated $4.78K and bringing the position to 108 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

JPL Wealth Management first reported a position in IRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $56.5K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • JPL Wealth Management held 108 shares of Iron Mountain worth $13.6K as of Q2 2026.
  • JPL Wealth Management bought 39 Iron Mountain shares in Q2 2026, an estimated $4.78K.
  • Iron Mountain made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #520 holding.
  • JPL Wealth Management first reported a position in Iron Mountain in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Iron Mountain position peaked at $56.5K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.