SWM
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Spire Wealth Management’s Iron Mountain IRM Stock Holding History

Spire 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 		$341K Sell
2,702
-2,436
-47% -$299K 0.01% 640
2026
Q1 		$525K Sell
5,138
-6,335
-55% -$630K 0.02% 530
2025
Q4 		$952K Sell
11,473
-2,523
-18% -$236K 0.03% 398
2025
Q3 		$1.43M Buy
13,996
+518
+4% +$49.9K 0.05% 316
2025
Q2 		$1.38M Sell
13,478
-1,695
-11% -$160K 0.05% 303
2025
Q1 		$1.31M Sell
15,173
-201
-1% -$19.4K 0.04% 346
2024
Q4 		$1.62M Buy
15,374
+2,305
+18% +$271K 0.05% 280
2024
Q3 		$1.55M Buy
13,069
+2,319
+22% +$248K 0.05% 283
2024
Q2 		$963K Sell
10,750
-737
-6% -$59.6K 0.03% 348
2024
Q1 		$921K Buy
11,487
+1,591
+16% +$115K 0.02% 392
2023
Q4 		$662K Buy
9,896
+7,136
+259% +$448K 0.02% 453
2023
Q3 		$164K Buy
2,760
+1,147
+71% +$70.1K 0.01% 772
2023
Q2 		$91.6K Buy
1,613
+2
+0.1% +$109 ﹤0.01% 995
2023
Q1 		$85.2K Buy
1,611
+80
+5% +$4.19K ﹤0.01% 1013
2022
Q4 		$76K Buy
1,531
+781
+104% +$39.4K ﹤0.01% 835
2022
Q3 		$33K Sell
750
-9
-1% -$454 ﹤0.01% 1111
2022
Q2 		$37K Sell
759
-325
-30% -$17.1K ﹤0.01% 1421
2022
Q1 		$60K Sell
1,084
-300
-22% -$14.3K ﹤0.01% 1380
2021
Q4 		$72K Buy
1,384
+884
+177% +$41.8K ﹤0.01% 1549
2021
Q3 		$41K Hold
500
– – ﹤0.01% 1564
2021
Q2 		$21K Sell
500
-200
-29% -$8.39K ﹤0.01% 1850
2021
Q1 		$26K Buy
+700
New +$23.4K ﹤0.01% 2045

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

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

Spire Wealth Management reduced its Iron Mountain (IRM) stake by 47% in Q2 2026, selling an estimated $299K and leaving 2,702 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #640.

Spire Wealth Management first reported a position in IRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.62M in Q4 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Spire Wealth Management held 2,702 shares of Iron Mountain worth $341K as of Q2 2026.
  • Spire Wealth Management sold 2,436 Iron Mountain shares in Q2 2026, an estimated $299K.
  • Iron Mountain made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Spire Wealth Management first reported a position in Iron Mountain in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Iron Mountain position peaked at $1.62M in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.