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NWAM LLC’s Iron Mountain IRM Stock Holding History

NWAM 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 		$353K Buy
2,793
+10
+0.4% +$1.23K 0.02% 521
2026
Q1 		$284K Buy
2,783
+302
+12% +$30K 0.02% 512
2025
Q4 		$219K Sell
2,481
-107
-4% -$10K 0.01% 571
2025
Q3 		$269K Buy
2,588
+10
+0.4% +$963 0.01% 547
2025
Q2 		$257K Buy
+2,578
New +$243K 0.02% 541
2025
Q1 		– Sell
-2,436
Closed -$256K – 555
2024
Q4 		$256K Hold
2,436
– – 0.02% 514
2024
Q3 		$289K Buy
+2,436
New +$261K 0.02% 501

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

NWAM LLC's IRM Position: Q2 2026 in Review

NWAM LLC increased its Iron Mountain (IRM) stake by 0.36% in Q2 2026, buying an estimated $1.23K and bringing the position to 2,793 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #521.

NWAM LLC first reported a position in IRM in Q3 2024 and has held it in 7 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • NWAM LLC held 2,793 shares of Iron Mountain worth $353K as of Q2 2026.
  • NWAM LLC bought 10 Iron Mountain shares in Q2 2026, an estimated $1.23K.
  • Iron Mountain made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #521 holding.
  • NWAM LLC first reported a position in Iron Mountain in Q3 2024 and has held it in 7 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.