PWMG
IRM icon

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

Private 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 		$127 Hold
1
– – ﹤0.01% 1434
2026
Q1 		$103 Hold
1
– – ﹤0.01% 1410
2025
Q4 		$83 Hold
1
– – ﹤0.01% 1454
2025
Q3 		$102 Hold
1
– – ﹤0.01% 1467
2025
Q2 		$103 Hold
1
– – ﹤0.01% 1469
2025
Q1 		$87 Sell
1
-1
-50% -$96 ﹤0.01% 1463
2024
Q4 		$211 Hold
2
– – ﹤0.01% 1484
2024
Q3 		$238 Buy
+2
New +$214 ﹤0.01% 1463

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 $3.38T AUM 44.17% 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 Management Group's IRM Position: Q2 2026 in Review

Private Wealth Management Group held its Iron Mountain (IRM) position steady in Q2 2026 at 1 share worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Private Wealth Management Group first reported a position in IRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $238 in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Private Wealth Management Group held 1 share of Iron Mountain worth $127 as of Q2 2026.
  • Private Wealth Management Group left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1434 holding.
  • Private Wealth Management Group first reported a position in Iron Mountain in Q3 2024 and has held it in 8 quarters since.
  • Private Wealth Management Group's Iron Mountain position peaked at $238 in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.