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Legacy Wealth Management (Idaho)’s Iron Mountain IRM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-41
Closed -$4.19K – 560
2026
Q1 		$4.19K Buy
41
+37
+925% +$3.68K ﹤0.01% 651
2025
Q4 		$332 Buy
+4
New +$374 ﹤0.01% 846

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 $3.38T AUM 44.17% 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 Management (Idaho)'s IRM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 41 shares — an estimated $4.19K sold.

Legacy Wealth Management (Idaho) first reported a position in IRM in Q4 2025 and held it in 2 quarters. The position peaked at $4.19K in Q1 2026. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 41 Iron Mountain shares in Q2 2026, an estimated $4.19K.
  • Legacy Wealth Management (Idaho) first reported a position in Iron Mountain in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Iron Mountain position peaked at $4.19K in Q1 2026.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.