Strategic Wealth Partners’s Iron Mountain IRM Stock Holding History

Strategic Wealth Partners’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	$35.7K	Hold	350	–	–	﹤0.01%	575
2025 Q4	$29K	Hold	350	–	–	﹤0.01%	624
2025 Q3	$35.7K	Sell	350 -759	-68%	-$73.1K	﹤0.01%	619
2025 Q2	$114K	Buy	+1,109	New	+$105K	0.01%	377
2024 Q4	–	Sell	-3,210	Closed	-$381K	–	323
2024 Q3	$381K	Sell	3,210 -1,960	-38%	-$210K	0.04%	228
2024 Q2	$463K	Buy	+5,170	New	+$418K	0.05%	204
2019 Q3	–	Sell	-500	Closed	-$15K	–	748
2019 Q2	$15K	Buy	+500	New	+$16.4K	0.01%	408

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Wealth Partners's IRM Position: Q1 2026 in Review

Strategic Wealth Partners held its Iron Mountain (IRM) position steady in Q1 2026 at 350 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Strategic Wealth Partners first reported a position in IRM in Q2 2019 and has held it in 7 quarters since. The position peaked at $463K in Q2 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Strategic Wealth Partners held 350 shares of Iron Mountain worth $35.7K as of Q1 2026.
Strategic Wealth Partners left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #575 holding.
Strategic Wealth Partners first reported a position in Iron Mountain in Q2 2019 and has held it in 7 quarters since.
Strategic Wealth Partners's Iron Mountain position peaked at $463K in Q2 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.