Palacios Wealth Management
IRM icon

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
Q3 		$306K Hold
2,755
– – 0.16% 58
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Palacios Wealth Management's IRM Position: Q3 2026 in Review

Palacios Wealth Management held its Iron Mountain (IRM) position steady in Q3 2026 at 2,755 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #58.

Palacios Wealth Management first reported a position in IRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $373K in Q4 2024. 653 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Palacios Wealth Management held 2,755 shares of Iron Mountain worth $306K as of Q3 2026.
  • Palacios Wealth Management left its Iron Mountain share count unchanged in Q3 2026.
  • Iron Mountain made up 0.16% of Palacios Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Palacios Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 8 quarters since.
  • Palacios Wealth Management's Iron Mountain position peaked at $373K in Q4 2024.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Palacios Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.