Mindset Wealth Management’s Iron Mountain IRM Stock Holding History

Mindset Wealth 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 Q1	–	Sell	-7,748	Closed	-$643K	–	186
2025 Q4	$643K	Buy	7,748 +384	+5%	+$35.9K	0.17%	66
2025 Q3	$751K	Sell	7,364 -129	-2%	-$12.4K	0.2%	53
2025 Q2	$769K	Sell	7,493 -164	-2%	-$15.5K	0.25%	42
2025 Q1	$659K	Buy	7,657 +72	+0.9%	+$6.94K	0.26%	46
2024 Q4	$797K	Buy	7,585 +24	+0.3%	+$2.82K	0.29%	27
2024 Q3	$898K	Buy	+7,561	New	+$809K	0.37%	22

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mindset Wealth Management's IRM Position: Q1 2026 in Review

Mindset Wealth Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 7,748 shares — an estimated $643K sold.

Mindset Wealth Management first reported a position in IRM in Q3 2024 and held it in 6 quarters. The position peaked at $898K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Mindset Wealth Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Mindset Wealth Management sold 7,748 Iron Mountain shares in Q1 2026, an estimated $643K.
Mindset Wealth Management first reported a position in Iron Mountain in Q3 2024 and held it in 6 quarters.
Mindset Wealth Management's Iron Mountain position peaked at $898K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.