MWM
IRM icon

Mosley Wealth Management’s Iron Mountain IRM Stock Holding History

Mosley 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 		$14.4K Sell
114
-25
-18% -$3.06K ﹤0.01% 355
2026
Q1 		$14.2K Buy
+139
New +$13.8K 0.01% 279

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Mosley Wealth Management reduced its Iron Mountain (IRM) stake by 18% in Q2 2026, selling an estimated $3.06K and leaving 114 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Mosley Wealth Management first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Mosley Wealth Management held 114 shares of Iron Mountain worth $14.4K as of Q2 2026.
  • Mosley Wealth Management sold 25 Iron Mountain shares in Q2 2026, an estimated $3.06K.
  • Iron Mountain made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Mosley Wealth Management first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.