RIM
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RW Investment Management’s Iron Mountain IRM Stock Holding History

RW Investment 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 		$204K Buy
+2,000
New +$199K 0.02% 108
2025
Q3 		$204K Hold
2,000
– – 0.02% 108
2025
Q2 		$205K Buy
+2,000
New +$189K 0.02% 106

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

RW Investment Management's IRM Position: Q1 2026 in Review

RW Investment Management opened a new position in Iron Mountain (IRM) in Q1 2026: 2,000 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #108 among its holdings. This is a return to the name: RW Investment Management previously reported a position in IRM as recently as Q3 2025.

RW Investment Management first reported a position in IRM in Q2 2025 and has held it in 3 quarters since. The position peaked at $205K in Q2 2025. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • RW Investment Management held 2,000 shares of Iron Mountain worth $204K as of Q1 2026.
  • Iron Mountain was a new RW Investment Management position in Q1 2026.
  • Iron Mountain made up 0.02% of RW Investment Management's portfolio in Q1 2026, its #108 holding.
  • RW Investment Management first reported a position in Iron Mountain in Q2 2025 and has held it in 3 quarters since.
  • RW Investment Management's Iron Mountain position peaked at $205K in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.