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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
Q2 		$66.3K Buy
525
+175
+50% +$21.5K ﹤0.01% 472
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
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

Strategic Wealth Partners's IRM Position: Q2 2026 in Review

Strategic Wealth Partners increased its Iron Mountain (IRM) stake by 50% in Q2 2026, buying an estimated $21.5K and bringing the position to 525 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Strategic Wealth Partners first reported a position in IRM in Q2 2019 and has held it in 8 quarters since. The position peaked at $463K in Q2 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Strategic Wealth Partners held 525 shares of Iron Mountain worth $66.3K as of Q2 2026.
  • Strategic Wealth Partners bought 175 Iron Mountain shares in Q2 2026, an estimated $21.5K.
  • Iron Mountain made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #472 holding.
  • Strategic Wealth Partners first reported a position in Iron Mountain in Q2 2019 and has held it in 8 quarters since.
  • Strategic Wealth Partners's Iron Mountain position peaked at $463K in Q2 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.