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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Premier Path Wealth Partners's IRM Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Iron Mountain (IRM) stake by 4.3% in Q1 2026, selling an estimated $11.9K and leaving 2,694 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #360.

Premier Path Wealth Partners first reported a position in IRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $325K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Premier Path Wealth Partners held 2,694 shares of Iron Mountain worth $275K as of Q1 2026.
  • Premier Path Wealth Partners sold 120 Iron Mountain shares in Q1 2026, an estimated $11.9K.
  • Iron Mountain made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #360 holding.
  • Premier Path Wealth Partners first reported a position in Iron Mountain in Q2 2024 and has held it in 8 quarters since.
  • Premier Path Wealth Partners's Iron Mountain position peaked at $325K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.