MSWM
IRM icon

Mowery & Schoenfeld Wealth Management’s Iron Mountain IRM Stock Holding History

Mowery & Schoenfeld 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 		$6.19K Hold
49
– – 0.01% 279
2026
Q1 		$5K Hold
49
– – 0.01% 277
2025
Q4 		$4.07K Hold
49
– – 0.01% 343
2025
Q3 		$5K Hold
49
– – 0.01% 288
2025
Q2 		$5.03K Hold
49
– – 0.01% 275
2025
Q1 		$4.22K Sell
49
-7
-13% -$675 0.01% 336
2024
Q4 		$5.89K Buy
+56
New +$6.58K 0.01% 290

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Mowery & Schoenfeld Wealth Management's IRM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 49 shares worth $6.19K. The position accounts for 0.01% of the portfolio, ranked #279.

Mowery & Schoenfeld Wealth Management first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 49 shares of Iron Mountain worth $6.19K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 722 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.