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U.S. Capital Wealth Advisors’s Iron Mountain IRM Stock Holding History

U.S. Capital Wealth Advisors’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 		$510K Buy
4,991
+196
+4% +$19.5K 0.01% 671
2025
Q4 		$398K Sell
4,795
-1,887
-28% -$177K 0.01% 719
2025
Q3 		$681K Sell
6,682
-180
-3% -$17.3K 0.02% 557
2025
Q2 		$704K Sell
6,862
-105,238
-94% -$9.92M 0.02% 517
2025
Q1 		$9.65M Sell
112,100
-902
-0.8% -$86.9K 0.3% 82
2024
Q4 		$11.9M Buy
113,002
+105,726
+1,453% +$12.4M 0.37% 56
2024
Q3 		$865K Sell
7,276
-20,354
-74% -$2.18M 0.03% 373
2024
Q2 		$2.48M Sell
27,630
-4,350
-14% -$352K 0.09% 202
2024
Q1 		$2.57M Buy
31,980
+93
+0.3% +$6.73K 0.1% 195
2023
Q4 		$2.23M Sell
31,887
-193
-0.6% -$12.1K 0.09% 203
2023
Q3 		$1.91M Sell
32,080
-11,418
-26% -$698K 0.09% 201
2023
Q2 		$2.47M Buy
43,498
+2,441
+6% +$134K 0.12% 176
2023
Q1 		$2.17M Buy
41,057
+916
+2% +$48K 0.1% 192
2022
Q4 		$2M Hold
40,141
– – 0.09% 206
2022
Q3 		$1.76M Hold
40,141
– – 0.09% 214
2022
Q2 		$1.95M Hold
40,141
– – 0.09% 221
2022
Q1 		$2.22M Hold
40,141
– – 0.08% 226
2021
Q4 		$2.1M Sell
40,141
-37,063
-48% -$1.75M 0.08% 246
2021
Q3 		$2.86M Buy
+77,204
New +$3.48M 0.12% 192

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

U.S. Capital Wealth Advisors's IRM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Iron Mountain (IRM) stake by 4.1% in Q1 2026, buying an estimated $19.5K and bringing the position to 4,991 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #671.

U.S. Capital Wealth Advisors first reported a position in IRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • U.S. Capital Wealth Advisors held 4,991 shares of Iron Mountain worth $510K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 196 Iron Mountain shares in Q1 2026, an estimated $19.5K.
  • Iron Mountain made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #671 holding.
  • U.S. Capital Wealth Advisors first reported a position in Iron Mountain in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Iron Mountain position peaked at $11.9M in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.