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Waldron Private Wealth’s Iron Mountain IRM Stock Holding History

Waldron Private Wealth’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 		– Sell
-2,023
Closed -$207K – 357
2026
Q1 		$207K Buy
+2,023
New +$201K 0.01% 329
2025
Q4 		– Sell
-2,338
Closed -$240K – 332
2025
Q3 		$240K Hold
2,338
– – 0.01% 287
2025
Q2 		$242K Hold
2,338
– – 0.01% 276
2025
Q1 		$203K Buy
+2,338
New +$225K 0.01% 284

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

Waldron Private Wealth's IRM Position: Q2 2026 in Review

Waldron Private Wealth sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 2,023 shares — an estimated $207K sold.

Waldron Private Wealth first reported a position in IRM in Q1 2025 and held it in 4 quarters. The position peaked at $242K in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Waldron Private Wealth reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Waldron Private Wealth sold 2,023 Iron Mountain shares in Q2 2026, an estimated $207K.
  • Waldron Private Wealth first reported a position in Iron Mountain in Q1 2025 and held it in 4 quarters.
  • Waldron Private Wealth's Iron Mountain position peaked at $242K in Q2 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.