KWM
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Kingsview Wealth Management’s Iron Mountain IRM Stock Holding History

Kingsview 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 		$539K Sell
4,265
-2,161
-34% -$265K 0.01% 949
2026
Q1 		$656K Buy
6,426
+1,331
+26% +$132K 0.01% 809
2025
Q4 		$423K Sell
5,095
-8
-0.2% -$749 0.01% 903
2025
Q3 		$520K Buy
5,103
+33
+0.7% +$3.18K 0.01% 789
2025
Q2 		$520K Sell
5,070
-191
-4% -$18K 0.01% 755
2025
Q1 		$453K Sell
5,261
-381
-7% -$36.7K 0.01% 759
2024
Q4 		$593K Sell
5,642
-191
-3% -$22.4K 0.01% 689
2024
Q3 		$693K Sell
5,833
-634
-10% -$67.8K 0.01% 621
2024
Q2 		$580K Sell
6,467
-112
-2% -$9.06K 0.01% 642
2024
Q1 		$528K Sell
6,579
-889
-12% -$64.3K 0.01% 652
2023
Q4 		$523K Buy
7,468
+274
+4% +$17.2K 0.02% 621
2023
Q3 		$428K Buy
7,194
+87
+1% +$5.32K 0.02% 659
2023
Q2 		$404K Sell
7,107
-36
-0.5% -$1.97K 0.02% 647
2023
Q1 		$378K Buy
7,143
+283
+4% +$14.8K 0.02% 648
2022
Q4 		$342K Buy
6,860
+1,438
+27% +$72.6K 0.01% 618
2022
Q3 		$238K Sell
5,422
-42
-0.8% -$2.12K 0.01% 706
2022
Q2 		$266K Sell
5,464
-393
-7% -$20.7K 0.01% 696
2022
Q1 		$325K Sell
5,857
-125
-2% -$5.95K 0.01% 677
2021
Q4 		$313K Buy
5,982
+427
+8% +$20.2K 0.01% 711
2021
Q3 		$241K Sell
5,555
-182
-3% -$8.19K 0.01% 751
2021
Q2 		$245K Buy
+5,737
New +$241K 0.01% 765
2020
Q4 		– Sell
-10,585
Closed -$284K – 755
2020
Q3 		$284K Buy
+10,585
New +$301K 0.03% 487

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

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

Kingsview Wealth Management reduced its Iron Mountain (IRM) stake by 34% in Q2 2026, selling an estimated $265K and leaving 4,265 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #949.

Kingsview Wealth Management first reported a position in IRM in Q3 2020 and has held it in 22 quarters since. The position peaked at $693K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Kingsview Wealth Management held 4,265 shares of Iron Mountain worth $539K as of Q2 2026.
  • Kingsview Wealth Management sold 2,161 Iron Mountain shares in Q2 2026, an estimated $265K.
  • Iron Mountain made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Kingsview Wealth Management first reported a position in Iron Mountain in Q3 2020 and has held it in 22 quarters since.
  • Kingsview Wealth Management's Iron Mountain position peaked at $693K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.