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WealthBridge Capital Management’s Iron Mountain IRM Stock Holding History

WealthBridge Capital Management’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 		$422K Sell
4,130
-161
-4% -$16K 0.1% 139
2025
Q4 		$356K Sell
4,291
-20
-0.5% -$1.87K 0.08% 150
2025
Q3 		$439K Buy
4,311
+27
+0.6% +$2.6K 0.1% 138
2025
Q2 		$439K Sell
4,284
-4,068
-49% -$383K 0.11% 131
2025
Q1 		$719K Sell
8,352
-4,829
-37% -$465K 0.2% 87
2024
Q4 		$1.39M Buy
13,181
+322
+3% +$37.8K 0.38% 54
2024
Q3 		$1.53M Buy
12,859
+305
+2% +$32.6K 0.44% 50
2024
Q2 		$1.13M Buy
12,554
+70
+0.6% +$5.67K 0.37% 56
2024
Q1 		$1M Buy
12,484
+953
+8% +$69K 0.34% 61
2023
Q4 		$807K Buy
11,531
+132
+1% +$8.28K 0.3% 65
2023
Q3 		$678K Buy
11,399
+527
+5% +$32.2K 0.28% 69
2023
Q2 		$618K Sell
10,872
-40
-0.4% -$2.19K 0.25% 76
2023
Q1 		$577K Sell
10,912
-152
-1% -$7.96K 0.23% 84
2022
Q4 		$552K Buy
11,064
+3,508
+46% +$177K 0.23% 86
2022
Q3 		$368K Hold
7,556
– – 0.16% 123
2022
Q2 		$368K Buy
7,556
+3,682
+95% +$194K 0.16% 123
2022
Q1 		$215K Buy
+3,874
New +$185K 0.08% 174
2019
Q1 		– Sell
-5
Closed – – 1015
2018
Q4 		$0 Buy
+5
New +$164 ﹤0.01% 957

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

WealthBridge Capital Management's IRM Position: Q1 2026 in Review

WealthBridge Capital Management reduced its Iron Mountain (IRM) stake by 3.8% in Q1 2026, selling an estimated $16K and leaving 4,130 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #139.

WealthBridge Capital Management first reported a position in IRM in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.53M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • WealthBridge Capital Management held 4,130 shares of Iron Mountain worth $422K as of Q1 2026.
  • WealthBridge Capital Management sold 161 Iron Mountain shares in Q1 2026, an estimated $16K.
  • Iron Mountain made up 0.1% of WealthBridge Capital Management's portfolio in Q1 2026, its #139 holding.
  • WealthBridge Capital Management first reported a position in Iron Mountain in Q4 2018 and has held it in 18 quarters since.
  • WealthBridge Capital Management's Iron Mountain position peaked at $1.53M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.