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Palacios Wealth Management’s Iron Mountain IRM Stock Holding History

Palacios Wealth Management’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 		$348K Hold
2,755
– – 0.21% 55
2026
Q1 		$347K Hold
2,755
– – 0.22% 56
2025
Q4 		$229K Hold
2,755
– – 0.18% 63
2025
Q3 		$281K Sell
2,755
-770
-22% -$74.2K 0.19% 61
2025
Q2 		$362K Hold
3,525
– – 0.3% 49
2025
Q1 		$303K Hold
3,525
– – 0.23% 48
2024
Q4 		$373K Buy
+3,525
New +$414K 0.4% 42

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

Palacios Wealth Management's IRM Position: Q2 2026 in Review

Palacios Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 2,755 shares worth $348K. The position accounts for 0.21% of the portfolio, ranked #55.

Palacios Wealth Management first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Palacios Wealth Management held 2,755 shares of Iron Mountain worth $348K as of Q2 2026.
  • Palacios Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.21% of Palacios Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Palacios Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's Iron Mountain position peaked at $373K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.