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Medallion Wealth Advisors’s Iron Mountain IRM Stock Holding History

Medallion Wealth Advisors’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 		$53.2K Buy
421
+1
+0.2% +$123 0.02% 454
2026
Q1 		$42.9K Hold
420
– – 0.01% 501
2025
Q4 		$34.8K Hold
420
– – 0.01% 532
2025
Q3 		$42.8K Hold
420
– – 0.02% 490
2025
Q2 		$43.1K Hold
420
– – 0.02% 485
2025
Q1 		$36.1K Hold
420
– – 0.02% 474
2024
Q4 		$36.1K Buy
+420
New +$49.3K 0.02% 460

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

Medallion Wealth Advisors's IRM Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Iron Mountain (IRM) stake by 0.24% in Q2 2026, buying an estimated $123 and bringing the position to 421 shares worth $53.2K. The position accounts for 0.02% of the portfolio, ranked #454.

Medallion Wealth Advisors first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Medallion Wealth Advisors held 421 shares of Iron Mountain worth $53.2K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 Iron Mountain share in Q2 2026, an estimated $123.
  • Iron Mountain made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #454 holding.
  • Medallion Wealth Advisors first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.