Perfromance Wealth Partners’s Iron Mountain IRM Stock Holding History

Perfromance Wealth Partners’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	$550K	Hold	4,953	–	–	0.01%	130
2026 Q2	$626K	Buy	4,953 +12	+0.2%	+$1.47K	0.02%	127
2026 Q1	$505K	Buy	4,941 +2	+0%	+$199	0.01%	121
2025 Q4	$410K	Hold	4,939	–	–	0.01%	144
2025 Q3	$503K	Sell	4,939 -68	-1%	-$6.55K	0.01%	115
2025 Q2	$514K	Hold	5,007	–	–	0.02%	105
2025 Q1	$431K	Hold	5,007	–	–	0.02%	104
2024 Q4	$526K	Hold	5,007	–	–	0.02%	93
2024 Q3	$595K	Hold	5,007	–	–	0.02%	91
2024 Q2	$449K	Buy	5,007 +118	+2%	+$9.6K	0.02%	90
2024 Q1	$392K	Hold	4,889	–	–	0.02%	109
2023 Q4	$342K	Hold	4,889	–	–	0.02%	122
2023 Q3	$291K	Hold	4,889	–	–	0.01%	137
2023 Q2	$285K	Hold	4,889	–	–	0.01%	146
2023 Q1	$259K	Hold	4,889	–	–	0.01%	157
2022 Q4	$244K	Hold	4,889	–	–	0.01%	144
2022 Q3	$215K	Hold	4,889	–	–	0.01%	149
2022 Q2	$238K	Hold	4,889	–	–	0.01%	140
2022 Q1	$271K	Hold	4,889	–	–	0.01%	143
2021 Q4	$256K	Buy	+4,889	New	+$231K	0.01%	153

Other funds holding IRM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Perfromance Wealth Partners's IRM Position: Q3 2026 in Review

Perfromance Wealth Partners held its Iron Mountain (IRM) position steady in Q3 2026 at 4,953 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #130.

Perfromance Wealth Partners first reported a position in IRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $626K in Q2 2026. 1,000 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Perfromance Wealth Partners held 4,953 shares of Iron Mountain worth $550K as of Q3 2026.
Perfromance Wealth Partners left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up 0.01% of Perfromance Wealth Partners's portfolio in Q3 2026, its #130 holding.
Perfromance Wealth Partners first reported a position in Iron Mountain in Q4 2021 and has held it in 20 quarters since.
Perfromance Wealth Partners's Iron Mountain position peaked at $626K in Q2 2026.
1,000 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.