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Opal Wealth Advisors’s Iron Mountain IRM Stock Holding History

Opal Wealth Advisors’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 		$20K Buy
+196
New +$19.5K ﹤0.01% 605
2024
Q3 		– Sell
-236
Closed -$21.2K – 677
2024
Q2 		$21.2K Buy
+236
New +$19.1K 0.01% 498

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

Opal Wealth Advisors's IRM Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Iron Mountain (IRM) in Q1 2026: 196 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in IRM as recently as Q2 2024.

Opal Wealth Advisors first reported a position in IRM in Q2 2024 and has held it in 2 quarters since. The position peaked at $21.2K in Q2 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Opal Wealth Advisors held 196 shares of Iron Mountain worth $20K as of Q1 2026.
  • Iron Mountain was a new Opal Wealth Advisors position in Q1 2026.
  • Iron Mountain made up ﹤0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #605 holding.
  • Opal Wealth Advisors first reported a position in Iron Mountain in Q2 2024 and has held it in 2 quarters since.
  • Opal Wealth Advisors's Iron Mountain position peaked at $21.2K in Q2 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.