Moran Wealth Management’s Iron Mountain IRM Stock Holding History

Moran 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 Q2	$20.6M	Sell	163,458 -9,902	-6%	-$1.21M	0.56%	43
2026 Q1	$17.7M	Sell	173,360 -21,780	-11%	-$2.17M	0.54%	50
2025 Q4	$16.2M	Sell	195,140 -7,648	-4%	-$716K	0.5%	59
2025 Q3	$20.7M	Sell	202,788 -1,408	-0.7%	-$136K	0.62%	41
2025 Q2	$20.9M	Sell	204,196 -1,794	-0.9%	-$169K	0.65%	40
2025 Q1	$17.7M	Sell	205,990 -3,029	-1%	-$292K	0.6%	49
2024 Q4	$22M	Sell	209,019 -6,128	-3%	-$720K	0.7%	36
2024 Q3	$25.6M	Sell	215,147 -9,456	-4%	-$1.01M	0.79%	30
2024 Q2	$20.1M	Buy	+224,603	New	+$18.2M	0.66%	41

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Moran Wealth Management's IRM Position: Q2 2026 in Review

Moran Wealth Management reduced its Iron Mountain (IRM) stake by 5.7% in Q2 2026, selling an estimated $1.21M and leaving 163,458 shares worth $20.6M. The position accounts for 0.56% of the portfolio, ranked #43.

Moran Wealth Management first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.6M in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Moran Wealth Management held 163,458 shares of Iron Mountain worth $20.6M as of Q2 2026.
Moran Wealth Management sold 9,902 Iron Mountain shares in Q2 2026, an estimated $1.21M.
Iron Mountain made up 0.56% of Moran Wealth Management's portfolio in Q2 2026, its #43 holding.
Moran Wealth Management first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
Moran Wealth Management's Iron Mountain position peaked at $25.6M in Q3 2024.
1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.