RWM
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RMG Wealth Management’s Iron Mountain IRM Stock Holding History

RMG Wealth 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
Q1 		$19.5K Hold
150
– – ﹤0.01% 232
2025
Q4 		$14.1K Hold
150
– – ﹤0.01% 230
2025
Q3 		$15.5K Hold
150
– – ﹤0.01% 202
2025
Q2 		$14.9K Buy
+150
New +$14.1K ﹤0.01% 202

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RMG Wealth Management's IRM Position: Q1 2026 in Review

RMG Wealth Management held its Iron Mountain (IRM) position steady in Q1 2026 at 150 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

RMG Wealth Management first reported a position in IRM in Q2 2025 and has held it in 4 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • RMG Wealth Management held 150 shares of Iron Mountain worth $19.5K as of Q1 2026.
  • RMG Wealth Management left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #232 holding.
  • RMG Wealth Management first reported a position in Iron Mountain in Q2 2025 and has held it in 4 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.