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Measured Wealth Private Client Group’s Iron Mountain IRM Stock Holding History

Measured Wealth Private Client Group’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 		$551K Hold
4,366
– – 0.13% 110
2026
Q1 		$446K Sell
4,366
-2,159
-33% -$215K 0.12% 115
2025
Q4 		$541K Sell
6,525
-1,307
-17% -$122K 0.14% 93
2025
Q3 		$798K Sell
7,832
-411
-5% -$39.6K 0.22% 60
2025
Q2 		$845K Sell
8,243
-290
-3% -$27.3K 0.25% 58
2025
Q1 		$734K Sell
8,533
-815
-9% -$78.5K 0.24% 62
2024
Q4 		$983K Sell
9,348
-309
-3% -$36.3K 0.32% 42
2024
Q3 		$1.15M Sell
9,657
-864
-8% -$92.4K 0.38% 35
2024
Q2 		$943K Sell
10,521
-1,087
-9% -$88K 0.33% 39
2024
Q1 		$931K Hold
11,608
– – 0.33% 46
2023
Q4 		$812K Hold
11,608
– – 0.3% 47
2023
Q3 		$690K Sell
11,608
-267
-2% -$16.3K 0.28% 56
2023
Q2 		$675K Sell
11,875
-3,789
-24% -$207K 0.26% 59
2023
Q1 		$829K Hold
15,664
– – 0.32% 42
2022
Q4 		$781K Sell
15,664
-1,473
-9% -$74.4K 0.32% 43
2022
Q3 		$754K Sell
17,137
-563
-3% -$28.4K 0.33% 41
2022
Q2 		$862K Sell
17,700
-2,188
-11% -$115K 0.38% 39
2022
Q1 		$1.1M Sell
19,888
-1,894
-9% -$90.2K 0.41% 33
2021
Q4 		$1.14M Sell
21,782
-1,639
-7% -$77.5K 0.4% 38
2021
Q3 		$1.02M Sell
23,421
-31,918
-58% -$1.44M 0.39% 39
2021
Q2 		$2.34M Buy
55,339
+2,342
+4% +$98.2K 0.75% 26
2021
Q1 		$1.96M Buy
52,997
+4,226
+9% +$141K 0.7% 27
2020
Q4 		$1.44M Buy
48,771
+8,247
+20% +$229K 0.6% 30
2020
Q3 		$1.09M Buy
40,524
+3,887
+11% +$111K 0.53% 33
2020
Q2 		$956K Buy
36,637
+9,793
+36% +$247K 0.56% 28
2020
Q1 		$639K Sell
26,844
-6,942
-21% -$210K 0.5% 36
2019
Q4 		$1.08M Buy
33,786
+5,055
+18% +$166K 0.72% 21
2019
Q3 		$931K Buy
28,731
+4,225
+17% +$133K 0.6% 28
2019
Q2 		$767K Buy
+24,506
New +$803K 0.44% 44
2018
Q4 		– Sell
-860
Closed -$30K – 393
2018
Q3 		$30K Buy
+860
New +$30.6K 0.02% 452

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

Measured Wealth Private Client Group's IRM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Iron Mountain (IRM) position steady in Q2 2026 at 4,366 shares worth $551K. The position accounts for 0.13% of the portfolio, ranked #110.

Measured Wealth Private Client Group first reported a position in IRM in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.34M in Q2 2021. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Measured Wealth Private Client Group held 4,366 shares of Iron Mountain worth $551K as of Q2 2026.
  • Measured Wealth Private Client Group left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.13% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #110 holding.
  • Measured Wealth Private Client Group first reported a position in Iron Mountain in Q3 2018 and has held it in 30 quarters since.
  • Measured Wealth Private Client Group's Iron Mountain position peaked at $2.34M in Q2 2021.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.