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Wedbush Securities’s Iron Mountain IRM Stock Holding History

Wedbush Securities’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 		$920K Sell
9,007
-287
-3% -$28.6K 0.03% 478
2025
Q4 		$771K Buy
9,294
+1,037
+13% +$97.1K 0.02% 535
2025
Q3 		$842K Buy
8,257
+74
+0.9% +$7.13K 0.03% 476
2025
Q2 		$839K Buy
8,183
+241
+3% +$22.7K 0.03% 465
2025
Q1 		$683K Sell
7,942
-89
-1% -$8.58K 0.03% 507
2024
Q4 		$844K Buy
8,031
+192
+2% +$22.6K 0.03% 431
2024
Q3 		$932K Sell
7,839
-3,735
-32% -$399K 0.03% 377
2024
Q2 		$1.04M Buy
11,574
+434
+4% +$35.1K 0.04% 368
2024
Q1 		$894K Buy
11,140
+3,468
+45% +$251K 0.03% 421
2023
Q4 		$537K Sell
7,672
-718
-9% -$45K 0.02% 530
2023
Q3 		$499K Sell
8,390
-754
-8% -$46.1K 0.02% 526
2023
Q2 		$520K Sell
9,144
-58
-0.6% -$3.17K 0.02% 529
2023
Q1 		$487K Sell
9,202
-400
-4% -$21K 0.02% 542
2022
Q4 		$479K Buy
9,602
+14
+0.1% +$707 0.03% 536
2022
Q3 		$422K Buy
9,588
+74
+0.8% +$3.74K 0.02% 574
2022
Q2 		$463K Sell
9,514
-1,365
-13% -$71.8K 0.03% 555
2022
Q1 		$603K Buy
10,879
+223
+2% +$10.6K 0.03% 508
2021
Q4 		$558K Buy
10,656
+1,573
+17% +$74.3K 0.02% 576
2021
Q3 		$395K Buy
9,083
+1,415
+18% +$63.7K 0.02% 714
2021
Q2 		$325K Buy
7,668
+983
+15% +$41.2K 0.02% 826
2021
Q1 		$247K Sell
6,685
-1,220
-15% -$40.8K 0.01% 900
2020
Q4 		$233K Sell
7,905
-901
-10% -$25K 0.02% 740
2020
Q3 		$236K Sell
8,806
-1,369
-13% -$39K 0.02% 712
2020
Q2 		$266K Buy
10,175
+1,300
+15% +$32.8K 0.03% 654
2020
Q1 		$211K Buy
8,875
+150
+2% +$4.54K 0.03% 672
2019
Q4 		$278K Sell
8,725
-2,265
-21% -$74.3K 0.02% 713
2019
Q3 		$356K Buy
10,990
+3,740
+52% +$117K 0.03% 569
2019
Q2 		$227K Buy
+7,250
New +$238K 0.02% 760

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

Wedbush Securities's IRM Position: Q1 2026 in Review

Wedbush Securities reduced its Iron Mountain (IRM) stake by 3.1% in Q1 2026, selling an estimated $28.6K and leaving 9,007 shares worth $920K. The position accounts for 0.03% of the portfolio, ranked #478.

Wedbush Securities first reported a position in IRM in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.04M in Q2 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Wedbush Securities held 9,007 shares of Iron Mountain worth $920K as of Q1 2026.
  • Wedbush Securities sold 287 Iron Mountain shares in Q1 2026, an estimated $28.6K.
  • Iron Mountain made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #478 holding.
  • Wedbush Securities first reported a position in Iron Mountain in Q2 2019 and has held it in 28 quarters since.
  • Wedbush Securities's Iron Mountain position peaked at $1.04M in Q2 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.