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Principia Wealth Advisory’s Iron Mountain IRM Stock Holding History

Principia Wealth Advisory’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 		$3.54K Buy
28
+1
+4% +$123 ﹤0.01% 438
2026
Q1 		$2.76K Buy
27
+7
+35% +$696 ﹤0.01% 432
2025
Q4 		$1.66K Buy
20
+4
+25% +$374 ﹤0.01% 505
2025
Q3 		$1.63K Sell
16
-6
-27% -$578 ﹤0.01% 482
2025
Q2 		$2.26K Buy
22
+6
+38% +$566 ﹤0.01% 361
2025
Q1 		$1.35K Buy
16
+8
+100% +$771 ﹤0.01% 345
2024
Q4 		$841 Buy
+8
New +$940 ﹤0.01% 403

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

Principia Wealth Advisory's IRM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Iron Mountain (IRM) stake by 3.7% in Q2 2026, buying an estimated $123 and bringing the position to 28 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Principia Wealth Advisory first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Principia Wealth Advisory held 28 shares of Iron Mountain worth $3.54K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Iron Mountain share in Q2 2026, an estimated $123.
  • Iron Mountain made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #438 holding.
  • Principia Wealth Advisory first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.