SWM
IRM icon

SFG Wealth Management’s Iron Mountain IRM Stock Holding History

SFG 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 		– Sell
-4,063
Closed -$337K – 117
2025
Q4 		$337K Hold
4,063
– – 0.13% 103
2025
Q3 		$414K Hold
4,063
– – 0.18% 87
2025
Q2 		$417K Sell
4,063
-259
-6% -$24.4K 0.25% 52
2025
Q1 		$372K Hold
4,322
– – 0.18% 91
2024
Q4 		$454K Sell
4,322
-500
-10% -$58.7K 0.24% 60
2024
Q3 		$573K Buy
4,822
+2
+0% +$214 0.3% 53
2024
Q2 		$432K Sell
4,820
-232
-5% -$18.8K 0.25% 58
2024
Q1 		$405K Buy
5,052
+2
+0% +$145 0.24% 62
2023
Q4 		$353K Sell
5,050
-797
-14% -$50K 0.24% 64
2023
Q3 		$348K Sell
5,847
-214
-4% -$13.1K 0.28% 60
2023
Q2 		$344K Buy
6,061
+3
+0% +$164 0.29% 66
2023
Q1 		$321K Sell
6,058
-997
-14% -$52.2K 0.36% 50
2022
Q4 		$352K Sell
7,055
-997
-12% -$50.3K 0.43% 48
2022
Q3 		$354K Buy
8,052
+3
+0% +$151 0.48% 46
2022
Q2 		$392K Buy
8,049
+3
+0% +$158 0.46% 49
2022
Q1 		$446K Sell
8,046
-198
-2% -$9.43K 0.42% 48
2021
Q4 		$431K Buy
+8,244
New +$390K 0.38% 58

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

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

SFG Wealth Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 4,063 shares — an estimated $337K sold.

SFG Wealth Management first reported a position in IRM in Q4 2021 and held it in 17 quarters. The position peaked at $573K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • SFG Wealth Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 4,063 Iron Mountain shares in Q1 2026, an estimated $337K.
  • SFG Wealth Management first reported a position in Iron Mountain in Q4 2021 and held it in 17 quarters.
  • SFG Wealth Management's Iron Mountain position peaked at $573K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.