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Ullmann Wealth Partners Group’s Iron Mountain IRM Stock Holding History

Ullmann Wealth Partners Group’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 		$1.18M Sell
9,342
-97
-1% -$11.9K 0.11% 74
2026
Q1 		$964K Buy
9,439
+83
+0.9% +$8.26K 0.1% 76
2025
Q4 		$963K Buy
9,356
+57
+0.6% +$5.33K 0.1% 76
2025
Q3 		$948K Buy
9,299
+59
+0.6% +$5.68K 0.1% 74
2025
Q2 		$948K Buy
9,240
+71
+0.8% +$6.69K 0.11% 68
2025
Q1 		$789K Buy
9,169
+50
+0.5% +$4.82K 0.1% 66
2024
Q4 		$958K Buy
9,119
+44
+0.5% +$5.17K 0.12% 59
2024
Q3 		$1.08M Buy
9,075
+51
+0.6% +$5.46K 0.14% 55
2024
Q2 		$809K Buy
9,024
+59
+0.7% +$4.78K 0.12% 55
2024
Q1 		$719K Buy
8,965
+582
+7% +$42.1K 0.11% 60
2023
Q4 		$587K Buy
8,383
+81
+1% +$5.08K 0.1% 59
2023
Q3 		$494K Buy
8,302
+1,226
+17% +$74.9K 0.09% 59
2023
Q2 		$402K Buy
7,076
+82
+1% +$4.49K 0.08% 65
2023
Q1 		$370K Buy
6,994
+86
+1% +$4.51K 0.08% 60
2022
Q4 		$344K Buy
6,908
+95
+1% +$4.8K 0.08% 58
2022
Q3 		$300K Buy
6,813
+147
+2% +$7.42K 0.08% 59
2022
Q2 		$325K Buy
+6,666
New +$351K 0.09% 61
2022
Q1 		– Sell
-6,666
Closed -$349K – 85
2021
Q4 		$349K Buy
+6,666
New +$315K 0.09% 64

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

Ullmann Wealth Partners Group's IRM Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its Iron Mountain (IRM) stake by 1% in Q2 2026, selling an estimated $11.9K and leaving 9,342 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #74.

Ullmann Wealth Partners Group first reported a position in IRM in Q4 2021 and has held it in 18 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ullmann Wealth Partners Group held 9,342 shares of Iron Mountain worth $1.18M as of Q2 2026.
  • Ullmann Wealth Partners Group sold 97 Iron Mountain shares in Q2 2026, an estimated $11.9K.
  • Iron Mountain made up 0.11% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #74 holding.
  • Ullmann Wealth Partners Group first reported a position in Iron Mountain in Q4 2021 and has held it in 18 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.