KPWS
IRM icon

Kestra Private Wealth Services’s Iron Mountain IRM Stock Holding History

Kestra Private Wealth Services’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 		$1.55M Buy
15,153
+701
+5% +$69.7K 0.02% 641
2025
Q4 		$1.2M Buy
14,452
+468
+3% +$43.8K 0.01% 729
2025
Q3 		$1.43M Sell
13,984
-843
-6% -$81.2K 0.02% 638
2025
Q2 		$1.52M Buy
14,827
+290
+2% +$27.3K 0.02% 583
2025
Q1 		$1.25M Buy
14,537
+1,860
+15% +$179K 0.02% 599
2024
Q4 		$1.33M Sell
12,677
-534
-4% -$62.7K 0.02% 550
2024
Q3 		$1.58M Sell
13,211
-1,012
-7% -$108K 0.03% 483
2024
Q2 		$1.28M Buy
14,223
+42
+0.3% +$3.4K 0.03% 499
2024
Q1 		$1.15M Buy
+14,181
New +$1.03M 0.03% 520
2020
Q4 		– Sell
-66,077
Closed -$1.77M – 763
2020
Q3 		$1.77M Buy
+66,077
New +$1.88M 0.15% 152

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

Kestra Private Wealth Services's IRM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Iron Mountain (IRM) stake by 4.9% in Q1 2026, buying an estimated $69.7K and bringing the position to 15,153 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #641.

Kestra Private Wealth Services first reported a position in IRM in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.77M in Q3 2020. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Kestra Private Wealth Services held 15,153 shares of Iron Mountain worth $1.55M as of Q1 2026.
  • Kestra Private Wealth Services bought 701 Iron Mountain shares in Q1 2026, an estimated $69.7K.
  • Iron Mountain made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #641 holding.
  • Kestra Private Wealth Services first reported a position in Iron Mountain in Q3 2020 and has held it in 10 quarters since.
  • Kestra Private Wealth Services's Iron Mountain position peaked at $1.77M in Q3 2020.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.