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Private Wealth Asset Management’s Iron Mountain IRM Stock Holding History

Private Wealth Asset 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 		$29.9K Hold
237
– – ﹤0.01% 503
2026
Q1 		$24.2K Sell
237
-3
-1% -$298 ﹤0.01% 527
2025
Q4 		$19.9K Hold
240
– – ﹤0.01% 558
2025
Q3 		$24.5K Buy
240
+25
+12% +$2.41K ﹤0.01% 499
2025
Q2 		$22.1K Hold
215
– – ﹤0.01% 525
2025
Q1 		$18.5K Buy
+215
New +$20.7K ﹤0.01% 532

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

Private Wealth Asset Management's IRM Position: Q2 2026 in Review

Private Wealth Asset Management held its Iron Mountain (IRM) position steady in Q2 2026 at 237 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Private Wealth Asset Management first reported a position in IRM in Q1 2025 and has held it in 6 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Private Wealth Asset Management held 237 shares of Iron Mountain worth $29.9K as of Q2 2026.
  • Private Wealth Asset Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #503 holding.
  • Private Wealth Asset Management first reported a position in Iron Mountain in Q1 2025 and has held it in 6 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.