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Pension & Wealth Management Advisors’s Iron Mountain IRM Stock Holding History

Pension & Wealth Management 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
Q2 		$569K Buy
4,507
+511
+13% +$62.6K 0.15% 91
2026
Q1 		$408K Sell
3,996
-54
-1% -$5.37K 0.12% 118
2025
Q4 		$336K Buy
+4,050
New +$379K 0.1% 125

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pension & Wealth Management Advisors's IRM Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Iron Mountain (IRM) stake by 13% in Q2 2026, buying an estimated $62.6K and bringing the position to 4,507 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #91.

Pension & Wealth Management Advisors first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,109 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Pension & Wealth Management Advisors held 4,507 shares of Iron Mountain worth $569K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 511 Iron Mountain shares in Q2 2026, an estimated $62.6K.
  • Iron Mountain made up 0.15% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #91 holding.
  • Pension & Wealth Management Advisors first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.