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Waddell & Associates’s Iron Mountain IRM Stock Holding History

Waddell & Associates’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 		$491K Sell
3,889
-219
-5% -$26.8K 0.02% 274
2026
Q1 		$420K Buy
+4,108
New +$409K 0.02% 270

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 $3.38T AUM 44.17% 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

Waddell & Associates's IRM Position: Q2 2026 in Review

Waddell & Associates reduced its Iron Mountain (IRM) stake by 5.3% in Q2 2026, selling an estimated $26.8K and leaving 3,889 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #274.

Waddell & Associates first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Waddell & Associates held 3,889 shares of Iron Mountain worth $491K as of Q2 2026.
  • Waddell & Associates sold 219 Iron Mountain shares in Q2 2026, an estimated $26.8K.
  • Iron Mountain made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #274 holding.
  • Waddell & Associates first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.