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Vermillion & White Wealth Management Group’s Iron Mountain IRM Stock Holding History

Vermillion & White Wealth Management 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
Q1 		– Sell
-19
Closed -$1.58K – 288
2025
Q4 		$1.58K Buy
+19
New +$1.78K ﹤0.01% 514

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

Vermillion & White Wealth Management Group's IRM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 19 shares — an estimated $1.58K sold.

Vermillion & White Wealth Management Group first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $1.58K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 19 Iron Mountain shares in Q1 2026, an estimated $1.58K.
  • Vermillion & White Wealth Management Group first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Iron Mountain position peaked at $1.58K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.