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Strait & Sound Wealth Management’s Iron Mountain IRM Stock Holding History

Strait & Sound 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 		$1.02M Sell
8,038
-98
-1% -$12K 0.36% 65
2026
Q1 		$831K Buy
8,136
+9
+0.1% +$895 0.31% 72
2025
Q4 		$674K Sell
8,127
-1,389
-15% -$130K 0.25% 75
2025
Q3 		$970K Sell
9,516
-81
-0.8% -$7.8K 0.37% 59
2025
Q2 		$984K Buy
9,597
+390
+4% +$36.8K 0.42% 53
2025
Q1 		$792K Buy
9,207
+86
+0.9% +$8.29K 0.37% 60
2024
Q4 		$959K Buy
9,121
+5
+0.1% +$587 0.44% 40
2024
Q3 		$1.08M Sell
9,116
-277
-3% -$29.6K 0.53% 34
2024
Q2 		$842K Sell
9,393
-1,607
-15% -$130K 0.43% 42
2024
Q1 		$843K Sell
11,000
-584
-5% -$42.3K 0.47% 38
2023
Q4 		$757K Sell
11,584
-753
-6% -$47.2K 0.47% 38
2023
Q3 		$733K Sell
12,337
-33
-0.3% -$2.02K 0.63% 36
2023
Q2 		$703K Sell
12,370
-4,997
-29% -$274K 0.7% 34
2023
Q1 		$919K Buy
17,367
+62
+0.4% +$3.25K 0.91% 27
2022
Q4 		$905K Buy
+17,305
New +$874K 0.99% 24

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

Strait & Sound Wealth Management's IRM Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Iron Mountain (IRM) stake by 1.2% in Q2 2026, selling an estimated $12K and leaving 8,038 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #65.

Strait & Sound Wealth Management first reported a position in IRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Strait & Sound Wealth Management held 8,038 shares of Iron Mountain worth $1.02M as of Q2 2026.
  • Strait & Sound Wealth Management sold 98 Iron Mountain shares in Q2 2026, an estimated $12K.
  • Iron Mountain made up 0.36% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Strait & Sound Wealth Management first reported a position in Iron Mountain in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Iron Mountain position peaked at $1.08M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.