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Wealth Alliance’s Iron Mountain IRM Stock Holding History

Wealth Alliance’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 		$305K Sell
2,417
-384
-14% -$47.1K 0.03% 446
2026
Q1 		$286K Buy
+2,801
New +$279K 0.03% 446
2025
Q4 		– Sell
-2,324
Closed -$237K – 574
2025
Q3 		$237K Sell
2,324
-4
-0.2% -$385 0.02% 488
2025
Q2 		$239K Buy
+2,328
New +$219K 0.03% 479

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

Wealth Alliance's IRM Position: Q2 2026 in Review

Wealth Alliance reduced its Iron Mountain (IRM) stake by 14% in Q2 2026, selling an estimated $47.1K and leaving 2,417 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #446.

Wealth Alliance first reported a position in IRM in Q2 2025 and has held it in 4 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Wealth Alliance held 2,417 shares of Iron Mountain worth $305K as of Q2 2026.
  • Wealth Alliance sold 384 Iron Mountain shares in Q2 2026, an estimated $47.1K.
  • Iron Mountain made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #446 holding.
  • Wealth Alliance first reported a position in Iron Mountain in Q2 2025 and has held it in 4 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.