WAU
IRM icon

Wellington-Altus USA’s Iron Mountain IRM Stock Holding History

Wellington-Altus USA’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 		$21.8K Buy
+213
New +$26.1K 0.02% 488
2026
Q1 		– Sell
-1,041
Closed -$86.4K – 725
2025
Q4 		$86.4K Buy
+1,041
New +$97.4K 0.06% 219

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

Wellington-Altus USA's IRM Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Iron Mountain (IRM) in Q2 2026: 213 shares worth $21.8K. The stake represents 0.02% of the portfolio and ranks #488 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in IRM as recently as Q4 2025.

Wellington-Altus USA first reported a position in IRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $86.4K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Wellington-Altus USA held 213 shares of Iron Mountain worth $21.8K as of Q2 2026.
  • Iron Mountain was a new Wellington-Altus USA position in Q2 2026.
  • Iron Mountain made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #488 holding.
  • Wellington-Altus USA first reported a position in Iron Mountain in Q4 2025 and has held it in 2 quarters since.
  • Wellington-Altus USA's Iron Mountain position peaked at $86.4K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.