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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
Q2 		$461K Sell
3,648
-1,849
-34% -$227K 0.02% 679
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 $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

Simplicity Wealth's IRM Position: Q2 2026 in Review

Simplicity Wealth reduced its Iron Mountain (IRM) stake by 34% in Q2 2026, selling an estimated $227K and leaving 3,648 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #679.

Simplicity Wealth first reported a position in IRM in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.41M in Q2 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Simplicity Wealth held 3,648 shares of Iron Mountain worth $461K as of Q2 2026.
  • Simplicity Wealth sold 1,849 Iron Mountain shares in Q2 2026, an estimated $227K.
  • Iron Mountain made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #679 holding.
  • Simplicity Wealth first reported a position in Iron Mountain in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Iron Mountain position peaked at $1.41M in Q2 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.