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 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%	+$9.55K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Perfromance Wealth Partners's IRM Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Iron Mountain (IRM) stake by 0.24% in Q2 2026, buying an estimated $1.47K and bringing the position to 4,953 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #127.

Perfromance Wealth Partners first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Perfromance Wealth Partners held 4,953 shares of Iron Mountain worth $626K as of Q2 2026.
Perfromance Wealth Partners bought 12 Iron Mountain shares in Q2 2026, an estimated $1.47K.
Iron Mountain made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #127 holding.
Perfromance Wealth Partners first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.