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TD Private Client Wealth’s Iron Mountain IRM Stock Holding History

TD Private Client 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 		$353K Sell
2,791
-2,695
-49% -$330K 0.01% 571
2026
Q1 		$560K Buy
5,486
+1,064
+24% +$106K 0.01% 470
2025
Q4 		$367K Sell
4,422
-333
-7% -$31.2K 0.01% 534
2025
Q3 		$485K Sell
4,755
-2,114
-31% -$204K 0.01% 490
2025
Q2 		$705K Buy
6,869
+869
+14% +$81.9K 0.02% 421
2025
Q1 		$516K Buy
6,000
+9
+0.2% +$867 0.01% 436
2024
Q4 		$630K Sell
5,991
-4,104
-41% -$482K 0.02% 423
2024
Q3 		$1.2M Sell
10,095
-1,451
-13% -$155K 0.03% 339
2024
Q2 		$1.03M Sell
11,546
-154
-1% -$12.5K 0.03% 343
2024
Q1 		$938K Sell
11,700
-2,674
-19% -$194K 0.03% 356
2023
Q4 		$1.01M Sell
14,374
-45,547
-76% -$2.86M 0.04% 331
2023
Q3 		$3.56M Sell
59,921
-19,421
-24% -$1.19M 0.15% 138
2023
Q2 		$4.51M Sell
79,342
-3,691
-4% -$202K 0.19% 116
2023
Q1 		$4.39M Buy
83,033
+1,018
+1% +$53.3K 0.2% 116
2022
Q4 		$4.09M Sell
82,015
-1,668
-2% -$84.2K 0.19% 114
2022
Q3 		$3.68M Sell
83,683
-683
-0.8% -$34.5K 0.19% 123
2022
Q2 		$4.11M Sell
84,366
-4,490
-5% -$236K 0.2% 115
2022
Q1 		$4.92M Buy
88,856
+553
+0.6% +$26.3K 0.21% 109
2021
Q4 		$4.62M Sell
88,303
-12,051
-12% -$570K 0.19% 115
2021
Q3 		$4.36M Buy
100,354
+1,129
+1% +$50.8K 0.19% 120
2021
Q2 		$4.2M Buy
99,225
+3,811
+4% +$160K 0.18% 129
2021
Q1 		$3.53M Buy
95,414
+2,499
+3% +$83.5K 0.16% 149
2020
Q4 		$2.74M Sell
92,915
-438
-0.5% -$12.2K 0.14% 159
2020
Q3 		$2.5M Sell
93,353
-478
-0.5% -$13.6K 0.14% 159
2020
Q2 		$2.45M Buy
93,831
+77,639
+479% +$1.96M 0.14% 157
2020
Q1 		$385K Sell
16,192
-6,014
-27% -$182K 0.03% 362
2019
Q4 		$708K Buy
+22,206
New +$728K 0.04% 307

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

TD Private Client Wealth's IRM Position: Q2 2026 in Review

TD Private Client Wealth reduced its Iron Mountain (IRM) stake by 49% in Q2 2026, selling an estimated $330K and leaving 2,791 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #571.

TD Private Client Wealth first reported a position in IRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.92M in Q1 2022. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • TD Private Client Wealth held 2,791 shares of Iron Mountain worth $353K as of Q2 2026.
  • TD Private Client Wealth sold 2,695 Iron Mountain shares in Q2 2026, an estimated $330K.
  • Iron Mountain made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #571 holding.
  • TD Private Client Wealth first reported a position in Iron Mountain in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Iron Mountain position peaked at $4.92M in Q1 2022.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.