Tower View Wealth Management’s Iron Mountain IRM Stock Holding History

Tower View Wealth Management’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	$134K	Buy	1,314 +14	+1%	+$1.39K	0.07%	71
2025 Q4	$108K	Sell	1,300 -383	-23%	-$35.8K	0.05%	71
2025 Q3	$172K	Buy	1,683 +13	+0.8%	+$1.25K	0.09%	60
2025 Q2	$171K	Buy	1,670 +16	+1%	+$1.51K	0.09%	67
2025 Q1	$142K	Buy	1,654 +12	+0.7%	+$1.16K	0.08%	57
2024 Q4	$173K	Buy	1,642 +10	+0.6%	+$1.18K	0.09%	58
2024 Q3	$194K	Buy	1,632 +11	+0.7%	+$1.18K	0.11%	56
2024 Q2	$145K	Buy	1,621 +14	+0.9%	+$1.13K	0.08%	59
2024 Q1	$129K	Buy	1,607 +15	+0.9%	+$1.09K	0.08%	68
2023 Q4	$111K	Buy	1,592 +18	+1%	+$1.13K	0.07%	65
2023 Q3	$94K	Buy	1,574 +16	+1%	+$978	0.07%	66
2023 Q2	$89K	Buy	1,558 +19	+1%	+$1.04K	0.06%	66
2023 Q1	$81K	Hold	1,539	–	–	0.05%	71
2022 Q4	$77K	Buy	1,539 +20	+1%	+$1.01K	0.05%	71
2022 Q3	$67K	Buy	1,519 +19	+1%	+$959	0.05%	73
2022 Q2	$73K	Hold	1,500	–	–	0.05%	72
2022 Q1	$83K	Hold	1,500	–	–	0.04%	91
2021 Q4	$78K	Hold	1,500	–	–	0.04%	91
2021 Q3	$65K	Buy	+1,500	New	+$67.5K	0.04%	94

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

Tower View Wealth Management's IRM Position: Q1 2026 in Review

Tower View Wealth Management increased its Iron Mountain (IRM) stake by 1.1% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,314 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #71.

Tower View Wealth Management first reported a position in IRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $194K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Tower View Wealth Management held 1,314 shares of Iron Mountain worth $134K as of Q1 2026.
Tower View Wealth Management bought 14 Iron Mountain shares in Q1 2026, an estimated $1.39K.
Iron Mountain made up 0.07% of Tower View Wealth Management's portfolio in Q1 2026, its #71 holding.
Tower View Wealth Management first reported a position in Iron Mountain in Q3 2021 and has held it in 19 quarters since.
Tower View Wealth Management's Iron Mountain position peaked at $194K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.