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Wealth Preservation Advisors’s Iron Mountain IRM Stock Holding History

Wealth Preservation 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 		$41K Buy
401
+356
+791% +$35.4K 0.03% 193
2025
Q4 		$3.73K Sell
45
-1
-2% -$94 ﹤0.01% 418
2025
Q3 		$4.69K Hold
46
– – ﹤0.01% 375
2025
Q2 		$4.72K Hold
46
– – ﹤0.01% 371
2025
Q1 		$3.96K Buy
+46
New +$4.43K ﹤0.01% 405

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

Wealth Preservation Advisors's IRM Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Iron Mountain (IRM) stake by 791% in Q1 2026, buying an estimated $35.4K and bringing the position to 401 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #193.

Wealth Preservation Advisors first reported a position in IRM in Q1 2025 and has held it in 5 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Wealth Preservation Advisors held 401 shares of Iron Mountain worth $41K as of Q1 2026.
  • Wealth Preservation Advisors bought 356 Iron Mountain shares in Q1 2026, an estimated $35.4K.
  • Iron Mountain made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #193 holding.
  • Wealth Preservation Advisors first reported a position in Iron Mountain in Q1 2025 and has held it in 5 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.