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 Q2	$167K	Buy	1,324 +10	+0.8%	+$1.23K	0.07%	71
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tower View Wealth Management's IRM Position: Q2 2026 in Review

Tower View Wealth Management increased its Iron Mountain (IRM) stake by 0.76% in Q2 2026, buying an estimated $1.23K and bringing the position to 1,324 shares worth $167K. 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 20 quarters since. The position peaked at $194K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Tower View Wealth Management held 1,324 shares of Iron Mountain worth $167K as of Q2 2026.
Tower View Wealth Management bought 10 Iron Mountain shares in Q2 2026, an estimated $1.23K.
Iron Mountain made up 0.07% of Tower View Wealth Management's portfolio in Q2 2026, its #71 holding.
Tower View Wealth Management first reported a position in Iron Mountain in Q3 2021 and has held it in 20 quarters since.
Tower View Wealth Management's Iron Mountain position peaked at $194K in Q3 2024.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.