SWM
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Sculati Wealth Management’s Iron Mountain IRM Stock Holding History

Sculati 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
Q2 		$303K Sell
2,445
-1,350
-36% -$166K 0.1% 107
2026
Q1 		$388K Hold
3,795
– – 0.14% 94
2025
Q4 		$315K Sell
3,795
-25
-0.7% -$2.34K 0.11% 101
2025
Q3 		$389K Sell
3,820
-500
-12% -$48.2K 0.14% 93
2025
Q2 		$443K Hold
4,320
– – 0.17% 90
2025
Q1 		$372K Hold
4,320
– – 0.15% 85
2024
Q4 		$454K Hold
4,320
– – 0.18% 79
2024
Q3 		$513K Sell
4,320
-550
-11% -$58.8K 0.2% 75
2024
Q2 		$436K Hold
4,870
– – 0.19% 79
2024
Q1 		$391K Sell
4,870
-502
-9% -$36.3K 0.17% 82
2023
Q4 		$376K Sell
5,372
-1,016
-16% -$63.7K 0.18% 79
2023
Q3 		$380K Sell
6,388
-413
-6% -$25.2K 0.19% 79
2023
Q2 		$386K Hold
6,801
– – 0.19% 79
2023
Q1 		$360K Sell
6,801
-545
-7% -$28.6K 0.19% 82
2022
Q4 		$366K Sell
7,346
-12,055
-62% -$609K 0.21% 80
2022
Q3 		$853K Sell
19,401
-10,408
-35% -$526K 0.5% 60
2022
Q2 		$1.45M Sell
29,809
-6,912
-19% -$364K 0.83% 45
2022
Q1 		$2.04M Sell
36,721
-5,340
-13% -$254K 0.99% 32
2021
Q4 		$2.2M Buy
42,061
+735
+2% +$34.7K 1.06% 28
2021
Q3 		$1.8M Buy
41,326
+224
+0.5% +$10.1K 0.95% 34
2021
Q2 		$1.74M Buy
41,102
+375
+0.9% +$15.7K 0.92% 36
2021
Q1 		$1.51M Buy
40,727
+2,646
+7% +$88.5K 0.87% 39
2020
Q4 		$1.12M Buy
38,081
+1,375
+4% +$38.2K 0.74% 42
2020
Q3 		$983K Buy
36,706
+560
+2% +$15.9K 0.74% 42
2020
Q2 		$943K Buy
36,146
+2,400
+7% +$60.6K 0.8% 42
2020
Q1 		$803K Buy
33,746
+10,015
+42% +$303K 0.88% 38
2019
Q4 		$756K Buy
+23,731
New +$778K 0.68% 48

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

Sculati Wealth Management's IRM Position: Q2 2026 in Review

Sculati Wealth Management reduced its Iron Mountain (IRM) stake by 36% in Q2 2026, selling an estimated $166K and leaving 2,445 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #107.

Sculati Wealth Management first reported a position in IRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.2M in Q4 2021. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Sculati Wealth Management held 2,445 shares of Iron Mountain worth $303K as of Q2 2026.
  • Sculati Wealth Management sold 1,350 Iron Mountain shares in Q2 2026, an estimated $166K.
  • Iron Mountain made up 0.1% of Sculati Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Sculati Wealth Management first reported a position in Iron Mountain in Q4 2019 and has held it in 27 quarters since.
  • Sculati Wealth Management's Iron Mountain position peaked at $2.2M in Q4 2021.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.