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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
Q2 		– Sell
-401
Closed -$41K – 485
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 $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 Preservation Advisors's IRM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 401 shares — an estimated $41K sold.

Wealth Preservation Advisors first reported a position in IRM in Q1 2025 and held it in 5 quarters. The position peaked at $41K in Q1 2026. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 401 Iron Mountain shares in Q2 2026, an estimated $41K.
  • Wealth Preservation Advisors first reported a position in Iron Mountain in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Iron Mountain position peaked at $41K in Q1 2026.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.