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Premier Path Wealth Partners’s Iron Mountain IRM Stock Holding History

Premier Path 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 		$341K Buy
2,696
+2
+0.1% +$245 0.04% 337
2026
Q1 		$275K Sell
2,694
-120
-4% -$11.9K 0.04% 360
2025
Q4 		$233K Sell
2,814
-44
-2% -$4.12K 0.03% 370
2025
Q3 		$291K Sell
2,858
-29
-1% -$2.79K 0.04% 337
2025
Q2 		$296K Buy
2,887
+97
+3% +$9.14K 0.04% 325
2025
Q1 		$240K Sell
2,790
-54
-2% -$5.2K 0.04% 343
2024
Q4 		$299K Buy
2,844
+106
+4% +$12.5K 0.05% 306
2024
Q3 		$325K Buy
2,738
+129
+5% +$13.8K 0.05% 288
2024
Q2 		$234K Buy
+2,609
New +$211K 0.04% 334

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

Premier Path Wealth Partners's IRM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Iron Mountain (IRM) stake by 0.07% in Q2 2026, buying an estimated $245 and bringing the position to 2,696 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #337.

Premier Path Wealth Partners first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Premier Path Wealth Partners held 2,696 shares of Iron Mountain worth $341K as of Q2 2026.
  • Premier Path Wealth Partners bought 2 Iron Mountain shares in Q2 2026, an estimated $245.
  • Iron Mountain made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #337 holding.
  • Premier Path Wealth Partners first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.