WAM
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WealthCare Asset Management’s Iron Mountain IRM Stock Holding History

WealthCare Asset 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
Q2 		$696K Buy
5,512
+2,455
+80% +$301K 0.29% 45
2026
Q1 		$312K Buy
3,057
+30
+1% +$2.98K 0.33% 29
2025
Q4 		$310K Buy
+3,027
New +$283K 0.2% 34

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

WealthCare Asset Management's IRM Position: Q2 2026 in Review

WealthCare Asset Management increased its Iron Mountain (IRM) stake by 80% in Q2 2026, buying an estimated $301K and bringing the position to 5,512 shares worth $696K. The position accounts for 0.29% of the portfolio, ranked #45.

WealthCare Asset Management first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • WealthCare Asset Management held 5,512 shares of Iron Mountain worth $696K as of Q2 2026.
  • WealthCare Asset Management bought 2,455 Iron Mountain shares in Q2 2026, an estimated $301K.
  • Iron Mountain made up 0.29% of WealthCare Asset Management's portfolio in Q2 2026, its #45 holding.
  • WealthCare Asset Management first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on WealthCare Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.