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Keebeck Wealth Management’s Iron Mountain IRM Stock Holding History

Keebeck 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 		$359K Buy
2,824
+741
+36% +$90.8K 0.04% 331
2026
Q1 		$215K Buy
+2,083
New +$207K 0.02% 395
2020
Q3 		– Sell
-500
Closed -$13K – 270
2020
Q2 		$13K Buy
+500
New +$12.6K ﹤0.01% 300
2020
Q1 		– Sell
-500
Closed -$16K – 240
2019
Q4 		$16K Buy
+500
New +$16.4K 0.01% 277

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

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

Keebeck Wealth Management increased its Iron Mountain (IRM) stake by 36% in Q2 2026, buying an estimated $90.8K and bringing the position to 2,824 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #331.

Keebeck Wealth Management first reported a position in IRM in Q4 2019 and has held it in 4 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Keebeck Wealth Management held 2,824 shares of Iron Mountain worth $359K as of Q2 2026.
  • Keebeck Wealth Management bought 741 Iron Mountain shares in Q2 2026, an estimated $90.8K.
  • Iron Mountain made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Keebeck Wealth Management first reported a position in Iron Mountain in Q4 2019 and has held it in 4 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.