SWM
IRM icon

SHP Wealth Management’s Iron Mountain IRM Stock Holding History

SHP 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 		$216K Buy
1,708
+28
+2% +$3.43K 0.01% 285
2026
Q1 		$172K Sell
1,680
-70
-4% -$6.96K 0.01% 299
2025
Q4 		$145K Buy
+1,750
New +$164K 0.01% 298

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Iron Mountain (IRM) stake by 1.7% in Q2 2026, buying an estimated $3.43K and bringing the position to 1,708 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #285.

SHP Wealth Management first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • SHP Wealth Management held 1,708 shares of Iron Mountain worth $216K as of Q2 2026.
  • SHP Wealth Management bought 28 Iron Mountain shares in Q2 2026, an estimated $3.43K.
  • Iron Mountain made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #285 holding.
  • SHP Wealth Management first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.