Wellington Group’s Iron Mountain IRM Stock Holding History

Wellington Group’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	–	Sell	-4,189	Closed	-$347K	–	414
2025 Q4	$347K	Buy	+4,189	New	+$392K	0.12%	112

Other funds holding IRM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Group's IRM Position: Q1 2026 in Review

Wellington Group sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 4,189 shares — an estimated $347K sold.

Wellington Group first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $347K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Wellington Group reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Wellington Group sold 4,189 Iron Mountain shares in Q1 2026, an estimated $347K.
Wellington Group first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
Wellington Group's Iron Mountain position peaked at $347K in Q4 2025.
1,090 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Wellington Group's 13F filing for Q1 2026, filed 22 May 2026.