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SVB Wealth’s Iron Mountain IRM Stock Holding History

SVB Wealth’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 		$359K Buy
2,842
+20
+0.7% +$2.45K 0.02% 300
2026
Q1 		$288K Buy
2,822
+37
+1% +$3.68K 0.02% 324
2025
Q4 		$231K Buy
2,785
+56
+2% +$5.24K 0.01% 370
2025
Q3 		$278K Sell
2,729
-5,493
-67% -$529K 0.02% 363
2025
Q2 		$843K Sell
8,222
-1,658
-17% -$156K 0.05% 245
2025
Q1 		$850K Sell
9,880
-998
-9% -$96.2K 0.03% 169
2024
Q4 		$1.14M Buy
+10,878
New +$1.28M 0.02% 294
2024
Q3 		– Sell
-15,139
Closed -$1.36M – 307
2024
Q2 		$1.36M Buy
15,139
+212
+1% +$17.2K 0.03% 267
2024
Q1 		$1.2M Sell
14,927
-7,946
-35% -$575K 0.03% 314
2023
Q4 		$1.6M Sell
22,873
-407
-2% -$25.5K 0.04% 270
2023
Q3 		$1.38M Sell
23,280
-5,120
-18% -$313K 0.03% 274
2023
Q2 		$1.61M Sell
28,400
-3,266
-10% -$179K 0.03% 266
2023
Q1 		$1.68M Sell
31,666
-4,697
-13% -$246K 0.02% 298
2022
Q4 		$1.81M Buy
36,363
+4,262
+13% +$215K 0.02% 285
2022
Q3 		$1.41M Buy
32,101
+3,950
+14% +$199K 0.02% 309
2022
Q2 		$1.37M Buy
28,151
+269
+1% +$14.2K 0.02% 267
2022
Q1 		$1.54M Buy
27,882
+11,155
+67% +$531K 0.02% 261
2021
Q4 		$875K Sell
16,727
-1,268
-7% -$59.9K 0.01% 328
2021
Q3 		$782K Buy
17,995
+12,543
+230% +$565K 0.01% 456
2021
Q2 		$230K Sell
5,452
-11,361
-68% -$476K ﹤0.01% 857
2021
Q1 		$622K Buy
16,813
+5,894
+54% +$197K 0.01% 466
2020
Q4 		$322K Buy
+10,919
New +$303K ﹤0.01% 599
2017
Q2 		– Sell
-11,478
Closed -$409K – 491
2017
Q1 		$409K Sell
11,478
-1,700
-13% -$60.2K 0.02% 379
2016
Q4 		$428K Buy
13,178
+52
+0.4% +$1.73K 0.02% 368
2016
Q3 		$493K Buy
13,126
+6,179
+89% +$238K 0.02% 343
2016
Q2 		$277K Buy
+6,947
New +$253K 0.01% 439

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

SVB Wealth's IRM Position: Q2 2026 in Review

SVB Wealth increased its Iron Mountain (IRM) stake by 0.71% in Q2 2026, buying an estimated $2.45K and bringing the position to 2,842 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #300.

SVB Wealth first reported a position in IRM in Q2 2016 and has held it in 26 quarters since. The position peaked at $1.81M in Q4 2022. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • SVB Wealth held 2,842 shares of Iron Mountain worth $359K as of Q2 2026.
  • SVB Wealth bought 20 Iron Mountain shares in Q2 2026, an estimated $2.45K.
  • Iron Mountain made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #300 holding.
  • SVB Wealth first reported a position in Iron Mountain in Q2 2016 and has held it in 26 quarters since.
  • SVB Wealth's Iron Mountain position peaked at $1.81M in Q4 2022.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.