PPW
IRM icon

Pasadena Private Wealth’s Iron Mountain IRM Stock Holding History

Pasadena Private Wealth’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 		$2.73M Sell
21,601
-9
-0% -$1.1K 0.35% 43
2026
Q1 		$2.21M Sell
21,610
-1,954
-8% -$194K 0.31% 55
2025
Q4 		$1.95M Buy
+23,564
New +$2.21M 0.27% 53

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

Pasadena Private Wealth's IRM Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Iron Mountain (IRM) stake by 0.04% in Q2 2026, selling an estimated $1.1K and leaving 21,601 shares worth $2.73M. The position accounts for 0.35% of the portfolio, ranked #43.

Pasadena Private Wealth first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Pasadena Private Wealth held 21,601 shares of Iron Mountain worth $2.73M as of Q2 2026.
  • Pasadena Private Wealth sold 9 Iron Mountain shares in Q2 2026, an estimated $1.1K.
  • Iron Mountain made up 0.35% of Pasadena Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Pasadena Private Wealth first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.