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Sagespring Wealth Partners’s Iron Mountain IRM Stock Holding History

Sagespring Wealth Partners’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 		$376K Buy
3,686
+241
+7% +$24K 0.01% 578
2025
Q4 		$286K Buy
3,445
+802
+30% +$75.1K 0.01% 635
2025
Q3 		$269K Sell
2,643
-42
-2% -$4.05K 0.01% 637
2025
Q2 		$275K Buy
+2,685
New +$253K 0.01% 604
2025
Q1 		– Sell
-2,086
Closed -$219K – 681
2024
Q4 		$219K Buy
+2,086
New +$245K 0.01% 568

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

Sagespring Wealth Partners's IRM Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Iron Mountain (IRM) stake by 7% in Q1 2026, buying an estimated $24K and bringing the position to 3,686 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #578.

Sagespring Wealth Partners first reported a position in IRM in Q4 2024 and has held it in 5 quarters since. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Sagespring Wealth Partners held 3,686 shares of Iron Mountain worth $376K as of Q1 2026.
  • Sagespring Wealth Partners bought 241 Iron Mountain shares in Q1 2026, an estimated $24K.
  • Iron Mountain made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #578 holding.
  • Sagespring Wealth Partners first reported a position in Iron Mountain in Q4 2024 and has held it in 5 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.