NVWM LLC’s Iron Mountain IRM Stock Holding History

NVWM LLC’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	$215K	Buy	1,700 +1	+0.1%	+$123	0.04%	186
2026 Q1	$174K	Hold	1,699	–	–	0.04%	203
2025 Q4	$141K	Hold	1,699	–	–	0.03%	201
2025 Q3	$173K	Hold	1,699	–	–	0.04%	201
2025 Q2	$174K	Hold	1,699	–	–	0.04%	204
2025 Q1	$146K	Buy	1,699 +5	+0.3%	+$482	0.04%	202
2024 Q4	$178K	Hold	1,694	–	–	0.04%	200
2024 Q3	$201K	Sell	1,694 -462	-21%	-$49.4K	0.05%	199
2024 Q2	$195K	Buy	2,156 +5	+0.2%	+$405	0.05%	192
2024 Q1	$174K	Hold	2,151	–	–	0.05%	190
2023 Q4	$152K	Hold	2,151	–	–	0.05%	192
2023 Q3	$129K	Hold	2,151	–	–	0.04%	191
2023 Q2	$124K	Hold	2,151	–	–	0.04%	205
2023 Q1	$115K	Hold	2,151	–	–	0.04%	210
2022 Q4	$109K	Hold	2,151	–	–	0.04%	201
2022 Q3	$96K	Hold	2,151	–	–	0.04%	207
2022 Q2	$106K	Hold	2,151	–	–	0.04%	206
2022 Q1	$121K	Buy	2,151 +2	+0.1%	+$95	0.04%	214
2021 Q4	$114K	Buy	2,149 +2	+0.1%	+$95	0.04%	215
2021 Q3	$93K	Buy	2,147 +2	+0.1%	+$90	0.03%	223
2021 Q2	$92K	Buy	2,145 +2	+0.1%	+$84	0.03%	222
2021 Q1	$81K	Buy	2,143 +3	+0.1%	+$100	0.03%	210
2020 Q4	$63K	Buy	2,140 +2,000	+1,429%	+$55.5K	0.03%	197
2020 Q3	$4K	Hold	140	–	–	﹤0.01%	315
2020 Q2	$4K	Buy	+140	New	+$3.54K	﹤0.01%	290

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

NVWM LLC's IRM Position: Q2 2026 in Review

NVWM LLC increased its Iron Mountain (IRM) stake by 0.06% in Q2 2026, buying an estimated $123 and bringing the position to 1,700 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #186.

NVWM LLC first reported a position in IRM in Q2 2020 and has held it in 25 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

NVWM LLC held 1,700 shares of Iron Mountain worth $215K as of Q2 2026.
NVWM LLC bought 1 Iron Mountain share in Q2 2026, an estimated $123.
Iron Mountain made up 0.04% of NVWM LLC's portfolio in Q2 2026, its #186 holding.
NVWM LLC first reported a position in Iron Mountain in Q2 2020 and has held it in 25 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.