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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Wealth's IRM Position: Q1 2026 in Review

NewEdge Wealth increased its Iron Mountain (IRM) stake by 41% in Q1 2026, buying an estimated $563K and bringing the position to 19,365 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #427.

NewEdge Wealth first reported a position in IRM in Q3 2022 and has held it in 15 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • NewEdge Wealth held 19,365 shares of Iron Mountain worth $1.98M as of Q1 2026.
  • NewEdge Wealth bought 5,663 Iron Mountain shares in Q1 2026, an estimated $563K.
  • Iron Mountain made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #427 holding.
  • NewEdge Wealth first reported a position in Iron Mountain in Q3 2022 and has held it in 15 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.