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Simplicity Wealth’s Iron Mountain IRM Stock Holding History

Simplicity 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
Q1 		$561K Buy
5,497
+203
+4% +$20.2K 0.03% 429
2025
Q4 		$439K Buy
+5,294
New +$495K 0.03% 466
2024
Q3 		– Sell
-15,766
Closed -$1.41M – 835
2024
Q2 		$1.41M Sell
15,766
-755
-5% -$61.1K 0.03% 428
2024
Q1 		$1.33M Buy
+16,521
New +$1.2M 0.03% 448

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

Simplicity Wealth's IRM Position: Q1 2026 in Review

Simplicity Wealth increased its Iron Mountain (IRM) stake by 3.8% in Q1 2026, buying an estimated $20.2K and bringing the position to 5,497 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #429.

Simplicity Wealth first reported a position in IRM in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.41M in Q2 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Simplicity Wealth held 5,497 shares of Iron Mountain worth $561K as of Q1 2026.
  • Simplicity Wealth bought 203 Iron Mountain shares in Q1 2026, an estimated $20.2K.
  • Iron Mountain made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #429 holding.
  • Simplicity Wealth first reported a position in Iron Mountain in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Iron Mountain position peaked at $1.41M in Q2 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.