Signal Advisors Wealth’s Iron Mountain IRM Stock Holding History

Signal Advisors Wealth’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	$494K	Buy	3,907 +172	+5%	+$21.1K	0.02%	420
2026 Q1	$381K	Sell	3,735 -288	-7%	-$28.6K	0.03%	415
2025 Q4	$334K	Sell	4,023 -1,024	-20%	-$95.8K	0.03%	387
2025 Q3	$515K	Buy	+5,047	New	+$486K	0.05%	266
2024 Q4	–	Sell	-2,197	Closed	-$261K	–	439
2024 Q3	$261K	Buy	+2,197	New	+$235K	0.04%	368

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Signal Advisors Wealth's IRM Position: Q2 2026 in Review

Signal Advisors Wealth increased its Iron Mountain (IRM) stake by 4.6% in Q2 2026, buying an estimated $21.1K and bringing the position to 3,907 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #420.

Signal Advisors Wealth first reported a position in IRM in Q3 2024 and has held it in 5 quarters since. The position peaked at $515K in Q3 2025. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Signal Advisors Wealth held 3,907 shares of Iron Mountain worth $494K as of Q2 2026.
Signal Advisors Wealth bought 172 Iron Mountain shares in Q2 2026, an estimated $21.1K.
Iron Mountain made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #420 holding.
Signal Advisors Wealth first reported a position in Iron Mountain in Q3 2024 and has held it in 5 quarters since.
Signal Advisors Wealth's Iron Mountain position peaked at $515K in Q3 2025.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.