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True Wealth Design’s Iron Mountain IRM Stock Holding History

True Wealth Design’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 		$144K Buy
1,140
+91
+9% +$11.2K 0.03% 165
2026
Q1 		$107K Buy
1,049
+333
+47% +$33.1K 0.03% 193
2025
Q4 		$59.4K Buy
716
+56
+8% +$5.24K 0.02% 293
2025
Q3 		$67.2K Buy
660
+14
+2% +$1.35K 0.02% 251
2025
Q2 		$66.2K Buy
646
+17
+3% +$1.6K 0.02% 164
2025
Q1 		$54.2K Buy
629
+7
+1% +$675 0.02% 171
2024
Q4 		$65.4K Sell
622
-97
-13% -$11.4K 0.03% 122
2024
Q3 		$85.4K Buy
719
+5
+0.7% +$535 0.03% 71
2024
Q2 		$63.9K Buy
714
+6
+0.8% +$486 0.02% 150
2024
Q1 		$56.8K Buy
708
+7
+1% +$507 0.01% 157
2023
Q4 		$49.1K Buy
701
+8
+1% +$502 0.01% 151
2023
Q3 		$41.2K Buy
693
+7
+1% +$428 0.01% 158
2023
Q2 		$39K Buy
686
+8
+1% +$438 0.01% 160
2023
Q1 		$35.9K Buy
678
+8
+1% +$419 0.02% 181
2022
Q4 		$33.4K Buy
+670
New +$33.8K 0.02% 166

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

True Wealth Design's IRM Position: Q2 2026 in Review

True Wealth Design increased its Iron Mountain (IRM) stake by 8.7% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,140 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #165.

True Wealth Design first reported a position in IRM in Q4 2022 and has held it in 15 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • True Wealth Design held 1,140 shares of Iron Mountain worth $144K as of Q2 2026.
  • True Wealth Design bought 91 Iron Mountain shares in Q2 2026, an estimated $11.2K.
  • Iron Mountain made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #165 holding.
  • True Wealth Design first reported a position in Iron Mountain in Q4 2022 and has held it in 15 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.