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Keystone Wealth Services’s Iron Mountain IRM Stock Holding History

Keystone 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 		– Sell
-3,127
Closed -$259K – 309
2025
Q4 		$259K Hold
3,127
– – 0.05% 214
2025
Q3 		$319K Hold
3,127
– – 0.07% 238
2025
Q2 		$321K Hold
3,127
– – 0.08% 223
2025
Q1 		$269K Hold
3,127
– – 0.07% 222
2024
Q4 		$329K Buy
3,127
+77
+3% +$9.05K 0.09% 195
2024
Q3 		$362K Sell
3,050
-208
-6% -$22.2K 0.1% 180
2024
Q2 		$292K Hold
3,258
– – 0.09% 184
2024
Q1 		$261K Hold
3,258
– – 0.08% 184
2023
Q4 		$228K Buy
+3,258
New +$204K 0.08% 195

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Keystone Wealth Services's IRM Position: Q1 2026 in Review

Keystone Wealth Services sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 3,127 shares — an estimated $259K sold.

Keystone Wealth Services first reported a position in IRM in Q4 2023 and held it in 9 quarters. The position peaked at $362K in Q3 2024. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Keystone Wealth Services reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 3,127 Iron Mountain shares in Q1 2026, an estimated $259K.
  • Keystone Wealth Services first reported a position in Iron Mountain in Q4 2023 and held it in 9 quarters.
  • Keystone Wealth Services's Iron Mountain position peaked at $362K in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.