PWMG
IRM icon

Prestige Wealth Management Group’s Iron Mountain IRM Stock Holding History

Prestige Wealth Management Group’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 		$214K Sell
1,693
-1,844
-52% -$226K 0.04% 161
2026
Q1 		$361K Buy
3,537
+3,389
+2,290% +$337K 0.07% 126
2025
Q4 		$12.4K Sell
148
-4,190
-97% -$392K ﹤0.01% 414
2025
Q3 		$442K Buy
4,338
+166
+4% +$16K 0.09% 114
2025
Q2 		$428K Sell
4,172
-91
-2% -$8.58K 0.09% 113
2025
Q1 		$367K Buy
4,263
+103
+2% +$9.93K 0.08% 118
2024
Q4 		$440K Buy
4,160
+314
+8% +$36.9K 0.09% 108
2024
Q3 		$460K Buy
3,846
+3,712
+2,770% +$397K 0.1% 105
2024
Q2 		$12.1K Sell
134
-3,536
-96% -$286K ﹤0.01% 379
2024
Q1 		$297K Buy
3,670
+3,491
+1,950% +$253K 0.06% 128
2023
Q4 		$12.6K Hold
179
– – ﹤0.01% 407
2023
Q3 		$10.8K Hold
179
– – ﹤0.01% 432
2023
Q2 		$10.3K Hold
179
– – ﹤0.01% 454
2023
Q1 		$9.58K Sell
179
-75
-30% -$3.93K ﹤0.01% 443
2022
Q4 		$12.8K Buy
254
+57
+29% +$2.88K ﹤0.01% 412
2022
Q3 		$9K Hold
197
– – ﹤0.01% 434
2022
Q2 		$9K Buy
197
+45
+30% +$2.37K ﹤0.01% 456
2022
Q1 		$8K Sell
152
-20
-12% -$953 ﹤0.01% 508
2021
Q4 		$9K Hold
172
– – ﹤0.01% 500
2021
Q3 		$7K Hold
172
– – ﹤0.01% 560
2021
Q2 		$7K Sell
172
-340
-66% -$14.3K ﹤0.01% 558
2021
Q1 		$19K Sell
512
-17
-3% -$568 0.01% 370
2020
Q4 		$16K Buy
529
+488
+1,190% +$13.5K ﹤0.01% 384
2020
Q3 		$1K Hold
41
– – ﹤0.01% 784
2020
Q2 		$1K Sell
41
-19
-32% -$480 ﹤0.01% 785
2020
Q1 		$1K Buy
+60
New +$1.82K ﹤0.01% 770
2019
Q1 		– Sell
-84
Closed -$3K – 813
2018
Q4 		$3K Buy
+84
New +$2.75K ﹤0.01% 725

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

Prestige Wealth Management Group's IRM Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Iron Mountain (IRM) stake by 52% in Q2 2026, selling an estimated $226K and leaving 1,693 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #161.

Prestige Wealth Management Group first reported a position in IRM in Q4 2018 and has held it in 27 quarters since. The position peaked at $460K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Prestige Wealth Management Group held 1,693 shares of Iron Mountain worth $214K as of Q2 2026.
  • Prestige Wealth Management Group sold 1,844 Iron Mountain shares in Q2 2026, an estimated $226K.
  • Iron Mountain made up 0.04% of Prestige Wealth Management Group's portfolio in Q2 2026, its #161 holding.
  • Prestige Wealth Management Group first reported a position in Iron Mountain in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Iron Mountain position peaked at $460K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.