Wealthspire Advisors (New York)’s Iron Mountain IRM Stock Holding History

Wealthspire Advisors (New York)’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	$438K	Buy	+4,284	New	+$426K	﹤0.01%	613
2025 Q4	–	Sell	-824	Closed	-$84K	–	1957
2025 Q3	$84K	Buy	+824	New	+$79.4K	﹤0.01%	1060
2024 Q4	–	Sell	-1,728	Closed	-$205K	–	815
2024 Q3	$205K	Buy	+1,728	New	+$185K	﹤0.01%	705
2024 Q1	–	Sell	-4,925	Closed	-$345K	–	658
2023 Q4	$345K	Buy	4,925 +117	+2%	+$7.34K	﹤0.01%	493
2023 Q3	$286K	Buy	+4,808	New	+$294K	﹤0.01%	495
2022 Q1	–	Sell	-4,375	Closed	-$229K	–	491
2021 Q4	$229K	Buy	+4,375	New	+$207K	0.01%	492
2019 Q1	–	Sell	-62	Closed	-$2K	–	413
2018 Q4	$2K	Buy	+62	New	+$2.03K	﹤0.01%	753

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s IRM Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Iron Mountain (IRM) in Q1 2026: 4,284 shares worth $438K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IRM as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IRM in Q4 2018 and has held it in 7 quarters since. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Wealthspire Advisors (New York) held 4,284 shares of Iron Mountain worth $438K as of Q1 2026.
Iron Mountain was a new Wealthspire Advisors (New York) position in Q1 2026.
Iron Mountain made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #613 holding.
Wealthspire Advisors (New York) first reported a position in Iron Mountain in Q4 2018 and has held it in 7 quarters since.
1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.