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Outlook Wealth Advisors’s Iron Mountain IRM Stock Holding History

Outlook 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 		– Sell
-4,215
Closed -$350K – 316
2025
Q4 		$350K Sell
4,215
-2,905
-41% -$272K 0.08% 212
2025
Q3 		$726K Sell
7,120
-127
-2% -$12.2K 0.18% 115
2025
Q2 		$743K Sell
7,247
-34
-0.5% -$3.21K 0.19% 104
2025
Q1 		$626K Sell
7,281
-128
-2% -$12.3K 0.17% 118
2024
Q4 		$779K Sell
7,409
-94
-1% -$11K 0.22% 93
2024
Q3 		$892K Sell
7,503
-502
-6% -$53.7K 0.26% 77
2024
Q2 		$717K Sell
8,005
-121
-1% -$9.79K 0.22% 90
2024
Q1 		$652K Sell
8,126
-835
-9% -$60.4K 0.2% 108
2023
Q4 		$627K Sell
8,961
-1,873
-17% -$117K 0.22% 99
2023
Q3 		$644K Buy
10,834
+231
+2% +$14.1K 0.25% 104
2023
Q2 		$602K Sell
10,603
-592
-5% -$32.4K 0.23% 113
2023
Q1 		$592K Buy
11,195
+67
+0.6% +$3.51K 0.26% 102
2022
Q4 		$555K Sell
11,128
-218
-2% -$11K 0.26% 100
2022
Q3 		$499K Buy
11,346
+28
+0.2% +$1.41K 0.22% 111
2022
Q2 		$551K Buy
11,318
+188
+2% +$9.89K 0.23% 119
2022
Q1 		$616K Buy
+11,130
New +$530K 0.21% 120

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Outlook Wealth Advisors sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 4,215 shares — an estimated $350K sold.

Outlook Wealth Advisors first reported a position in IRM in Q1 2022 and held it in 16 quarters. The position peaked at $892K in Q3 2024. 1,091 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,215 Iron Mountain shares in Q1 2026, an estimated $350K.
  • Outlook Wealth Advisors first reported a position in Iron Mountain in Q1 2022 and held it in 16 quarters.
  • Outlook Wealth Advisors's Iron Mountain position peaked at $892K in Q3 2024.
  • 1,091 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.