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NewEdge Wealth’s Iron Mountain IRM Stock Holding History

NewEdge Wealth’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 		$2.7M Buy
21,343
+1,978
+10% +$242K 0.03% 383
2026
Q1 		$1.98M Buy
19,365
+5,663
+41% +$563K 0.02% 427
2025
Q4 		$1.14M Buy
13,702
+1,818
+15% +$170K 0.01% 588
2025
Q3 		$1.19M Buy
11,884
+462
+4% +$44.5K 0.02% 524
2025
Q2 		$1.05M Sell
11,422
-260
-2% -$24.5K 0.02% 519
2025
Q1 		$1.01M Buy
11,682
+3,863
+49% +$372K 0.02% 482
2024
Q4 		$822K Sell
7,819
-637
-8% -$74.8K 0.01% 524
2024
Q3 		$1M Sell
8,456
-537
-6% -$57.4K 0.02% 469
2024
Q2 		$806K Sell
8,993
-78
-0.9% -$6.31K 0.02% 450
2024
Q1 		$698K Sell
9,071
-638
-7% -$46.2K 0.02% 486
2023
Q4 		$679K Sell
9,709
-5,307
-35% -$333K 0.02% 455
2023
Q3 		$893K Sell
15,016
-2,341
-13% -$143K 0.03% 372
2023
Q2 		$986K Buy
17,357
+4,382
+34% +$240K 0.03% 356
2023
Q1 		$687K Buy
12,975
+7,622
+142% +$399K 0.03% 368
2022
Q4 		$267K Sell
5,353
-180
-3% -$9.09K 0.01% 469
2022
Q3 		$243K Buy
+5,533
New +$279K 0.01% 463

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

NewEdge Wealth's IRM Position: Q2 2026 in Review

NewEdge Wealth increased its Iron Mountain (IRM) stake by 10% in Q2 2026, buying an estimated $242K and bringing the position to 21,343 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #383.

NewEdge Wealth first reported a position in IRM in Q3 2022 and has held it in 16 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • NewEdge Wealth held 21,343 shares of Iron Mountain worth $2.7M as of Q2 2026.
  • NewEdge Wealth bought 1,978 Iron Mountain shares in Q2 2026, an estimated $242K.
  • Iron Mountain made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #383 holding.
  • NewEdge Wealth first reported a position in Iron Mountain in Q3 2022 and has held it in 16 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.