Q1WB
IRM icon

Quest 10 Wealth Builders’s Iron Mountain IRM Stock Holding History

Quest 10 Wealth Builders’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 		$43.5K Hold
344
– – 0.03% 229
2026
Q1 		$35.1K Hold
344
– – 0.03% 257
2025
Q4 		$28.5K Sell
344
-69
-17% -$6.46K 0.03% 265
2025
Q3 		$42.1K Hold
413
– – 0.04% 191
2025
Q2 		$42.4K Sell
413
-20
-5% -$1.89K 0.04% 197
2025
Q1 		$37.3K Sell
433
-62
-13% -$5.97K 0.04% 200
2024
Q4 		$52K Buy
+495
New +$58.2K 0.05% 178

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

Quest 10 Wealth Builders's IRM Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Iron Mountain (IRM) position steady in Q2 2026 at 344 shares worth $43.5K. The position accounts for 0.03% of the portfolio, ranked #229.

Quest 10 Wealth Builders first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $52K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Quest 10 Wealth Builders held 344 shares of Iron Mountain worth $43.5K as of Q2 2026.
  • Quest 10 Wealth Builders left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.03% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #229 holding.
  • Quest 10 Wealth Builders first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Iron Mountain position peaked at $52K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.