SWP
IRM icon

Stratos Wealth Partners’s Iron Mountain IRM Stock Holding History

Stratos 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 		$521K Sell
4,122
-65
-2% -$7.97K 0.01% 1126
2026
Q1 		$428K Sell
4,187
-972
-19% -$96.7K ﹤0.01% 1132
2025
Q4 		$428K Buy
5,159
+12
+0.2% +$1.12K ﹤0.01% 1110
2025
Q3 		$525K Buy
5,147
+7
+0.1% +$674 0.01% 998
2025
Q2 		$527K Buy
5,140
+1,828
+55% +$172K 0.01% 906
2025
Q1 		$285K Buy
3,312
+118
+4% +$11.4K ﹤0.01% 1119
2024
Q4 		$336K Buy
3,194
+8
+0.3% +$940 ﹤0.01% 1103
2024
Q3 		$379K Buy
+3,186
New +$341K 0.01% 1045
2021
Q3 		– Sell
-5,006
Closed -$212K – 1224
2021
Q2 		$212K Buy
+5,006
New +$210K 0.01% 1098
2020
Q4 		– Sell
-9,709
Closed -$260K – 1096
2020
Q3 		$260K Buy
9,709
+1,022
+12% +$29.1K 0.01% 836
2020
Q2 		$227K Buy
+8,687
New +$219K 0.01% 859
2020
Q1 		– Sell
-8,108
Closed -$258K – 978
2019
Q4 		$258K Buy
8,108
+190
+2% +$6.23K 0.01% 810
2019
Q3 		$256K Buy
7,918
+731
+10% +$23K 0.01% 783
2019
Q2 		$225K Sell
7,187
-43
-0.6% -$1.41K 0.01% 832
2019
Q1 		$256K Buy
+7,230
New +$255K 0.01% 771
2018
Q4 		– Sell
-10,979
Closed -$379K – 1643
2018
Q3 		$379K Buy
10,979
+1,556
+17% +$55.4K 0.02% 628
2018
Q2 		$330K Buy
9,423
+5
+0.1% +$169 0.01% 700
2018
Q1 		$309K Buy
9,418
+3,046
+48% +$103K 0.01% 707
2017
Q4 		$240K Buy
+6,372
New +$253K 0.01% 788
2017
Q3 		– Sell
-9,101
Closed -$313K – 942
2017
Q2 		$313K Buy
9,101
+358
+4% +$12.5K 0.02% 619
2017
Q1 		$312K Buy
+8,743
New +$310K 0.02% 569

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

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

Stratos Wealth Partners reduced its Iron Mountain (IRM) stake by 1.6% in Q2 2026, selling an estimated $7.97K and leaving 4,122 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #1126.

Stratos Wealth Partners first reported a position in IRM in Q1 2017 and has held it in 21 quarters since. The position peaked at $527K in Q2 2025. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Stratos Wealth Partners held 4,122 shares of Iron Mountain worth $521K as of Q2 2026.
  • Stratos Wealth Partners sold 65 Iron Mountain shares in Q2 2026, an estimated $7.97K.
  • Iron Mountain made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1126 holding.
  • Stratos Wealth Partners first reported a position in Iron Mountain in Q1 2017 and has held it in 21 quarters since.
  • Stratos Wealth Partners's Iron Mountain position peaked at $527K in Q2 2025.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.