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Linscomb Wealth’s Iron Mountain IRM Stock Holding History

Linscomb Wealth’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 		$601K Sell
4,757
-197
-4% -$24.2K 0.03% 218
2026
Q1 		$506K Buy
4,954
+197
+4% +$19.6K 0.02% 241
2025
Q4 		$395K Sell
4,757
-212
-4% -$19.8K 0.02% 238
2025
Q3 		$507K Sell
4,969
-51
-1% -$4.91K 0.02% 228
2025
Q2 		$515K Sell
5,020
-13
-0.3% -$1.23K 0.02% 230
2025
Q1 		$433K Buy
+5,033
New +$485K 0.02% 231
2023
Q1 		– Sell
-4,051
Closed -$202K – 304
2022
Q4 		$202K Buy
+4,051
New +$204K 0.01% 322
2022
Q2 		– Sell
-4,454
Closed -$247K – 310
2022
Q1 		$247K Sell
4,454
-1,564
-26% -$74.5K 0.01% 311
2021
Q4 		$315K Sell
6,018
-36
-0.6% -$1.7K 0.02% 269
2021
Q3 		$263K Buy
6,054
+862
+17% +$38.8K 0.01% 289
2021
Q2 		$220K Buy
+5,192
New +$218K 0.01% 308
2020
Q2 		– Sell
-12,394
Closed -$295K – 338
2020
Q1 		$295K Buy
12,394
+407
+3% +$12.3K 0.03% 330
2019
Q4 		$382K Buy
11,987
+209
+2% +$6.85K 0.02% 342
2019
Q3 		$381K Sell
11,778
-62,829
-84% -$1.97M 0.03% 215
2019
Q2 		$2.33M Buy
74,607
+1,883
+3% +$61.7K 0.19% 83
2019
Q1 		$2.58M Buy
72,724
+12,488
+21% +$441K 0.22% 81
2018
Q4 		$1.95M Buy
60,236
+10,939
+22% +$359K 0.18% 84
2018
Q3 		$1.7M Buy
+49,297
New +$1.76M 0.14% 92

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

Linscomb Wealth's IRM Position: Q2 2026 in Review

Linscomb Wealth reduced its Iron Mountain (IRM) stake by 4% in Q2 2026, selling an estimated $24.2K and leaving 4,757 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #218.

Linscomb Wealth first reported a position in IRM in Q3 2018 and has held it in 18 quarters since. The position peaked at $2.58M in Q1 2019. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Linscomb Wealth held 4,757 shares of Iron Mountain worth $601K as of Q2 2026.
  • Linscomb Wealth sold 197 Iron Mountain shares in Q2 2026, an estimated $24.2K.
  • Iron Mountain made up 0.03% of Linscomb Wealth's portfolio in Q2 2026, its #218 holding.
  • Linscomb Wealth first reported a position in Iron Mountain in Q3 2018 and has held it in 18 quarters since.
  • Linscomb Wealth's Iron Mountain position peaked at $2.58M in Q1 2019.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.