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Perigon Wealth Management’s Iron Mountain IRM Stock Holding History

Perigon 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
Q2 		$540K Buy
4,276
+528
+14% +$64.7K 0.01% 855
2026
Q1 		$383K Buy
3,748
+451
+14% +$44.9K 0.01% 922
2025
Q4 		$273K Sell
3,297
-56
-2% -$5.24K ﹤0.01% 1060
2025
Q3 		$342K Sell
3,353
-47
-1% -$4.53K 0.01% 895
2025
Q2 		$349K Sell
3,400
-328
-9% -$30.9K 0.01% 796
2025
Q1 		$321K Sell
3,728
-356
-9% -$34.3K 0.01% 784
2024
Q4 		$450K Sell
4,084
-254
-6% -$29.8K 0.01% 669
2024
Q3 		$516K Buy
4,338
+160
+4% +$17.1K 0.01% 612
2024
Q2 		$374K Sell
4,178
-193
-4% -$15.6K 0.01% 617
2024
Q1 		$351K Buy
4,371
+445
+11% +$32.2K 0.01% 630
2023
Q4 		$275K Buy
3,926
+406
+12% +$25.5K 0.01% 683
2023
Q3 		$209K Buy
+3,520
New +$215K 0.01% 721
2023
Q2 		– Sell
-4,227
Closed -$224K – 796
2023
Q1 		$224K Sell
4,227
-350
-8% -$18.3K 0.01% 643
2022
Q4 		$228K Sell
4,577
-8,151
-64% -$411K 0.01% 618
2022
Q3 		$560K Buy
+12,728
New +$643K 0.05% 305
2021
Q1 		– Sell
-1,444
Closed -$43K – 762
2020
Q4 		$43K Buy
+1,444
New +$40.1K 0.01% 792

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

Perigon Wealth Management's IRM Position: Q2 2026 in Review

Perigon Wealth Management increased its Iron Mountain (IRM) stake by 14% in Q2 2026, buying an estimated $64.7K and bringing the position to 4,276 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #855.

Perigon Wealth Management first reported a position in IRM in Q4 2020 and has held it in 16 quarters since. The position peaked at $560K in Q3 2022. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Perigon Wealth Management held 4,276 shares of Iron Mountain worth $540K as of Q2 2026.
  • Perigon Wealth Management bought 528 Iron Mountain shares in Q2 2026, an estimated $64.7K.
  • Iron Mountain made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #855 holding.
  • Perigon Wealth Management first reported a position in Iron Mountain in Q4 2020 and has held it in 16 quarters since.
  • Perigon Wealth Management's Iron Mountain position peaked at $560K in Q3 2022.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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