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Legacy Wealth Asset Management’s Iron Mountain IRM Stock Holding History

Legacy Wealth Asset 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 		$408K Buy
+3,231
New +$396K 0.09% 285

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

Legacy Wealth Asset Management's IRM Position: Q2 2026 in Review

Legacy Wealth Asset Management opened a new position in Iron Mountain (IRM) in Q2 2026: 3,231 shares worth $408K. The stake represents 0.09% of the portfolio and ranks #285 among its holdings.

1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Legacy Wealth Asset Management held 3,231 shares of Iron Mountain worth $408K as of Q2 2026.
  • Iron Mountain was a new Legacy Wealth Asset Management position in Q2 2026.
  • Iron Mountain made up 0.09% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #285 holding.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.