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Warm Springs Advisors’s Iron Mountain IRM Stock Holding History

Warm Springs 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 		$216K Buy
+2,117
New +$211K 0.18% 48
2025
Q4 		– Sell
-2,117
Closed -$216K – 50
2025
Q3 		$216K Hold
2,117
– – 0.16% 47
2025
Q2 		$217K Sell
2,117
-783
-27% -$73.8K 0.19% 45
2025
Q1 		$250K Buy
2,900
+326
+13% +$31.4K 0.25% 49
2024
Q4 		$271K Buy
+2,574
New +$302K 0.25% 49

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Warm Springs Advisors's IRM Position: Q1 2026 in Review

Warm Springs Advisors opened a new position in Iron Mountain (IRM) in Q1 2026: 2,117 shares worth $216K. The stake represents 0.18% of the portfolio and ranks #48 among its holdings. This is a return to the name: Warm Springs Advisors previously reported a position in IRM as recently as Q3 2025.

Warm Springs Advisors first reported a position in IRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $271K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Warm Springs Advisors held 2,117 shares of Iron Mountain worth $216K as of Q1 2026.
  • Iron Mountain was a new Warm Springs Advisors position in Q1 2026.
  • Iron Mountain made up 0.18% of Warm Springs Advisors's portfolio in Q1 2026, its #48 holding.
  • Warm Springs Advisors first reported a position in Iron Mountain in Q4 2024 and has held it in 5 quarters since.
  • Warm Springs Advisors's Iron Mountain position peaked at $271K in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.