Wellington Management Group
IRM icon

Wellington Management Group’s Iron Mountain IRM Stock Holding History

Wellington Management 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 		$35.5M Buy
347,915
+243,788
+234% +$24.3M 0.01% 831
2025
Q4 		$8.64M Sell
104,127
-144,765
-58% -$13.5M ﹤0.01% 1286
2025
Q3 		$25.4M Sell
248,892
-1,245,031
-83% -$120M ﹤0.01% 937
2025
Q2 		$153M Buy
1,493,923
+426,559
+40% +$40.2M 0.03% 424
2025
Q1 		$91.8M Sell
1,067,364
-480,344
-31% -$46.3M 0.02% 524
2024
Q4 		$163M Sell
1,547,708
-845,920
-35% -$99.4M 0.03% 420
2024
Q3 		$284M Sell
2,393,628
-985,949
-29% -$105M 0.05% 315
2024
Q2 		$303M Buy
3,379,577
+731,123
+28% +$59.2M 0.05% 297
2024
Q1 		$212M Sell
2,648,454
-280,176
-10% -$20.3M 0.04% 381
2023
Q4 		$205M Sell
2,928,630
-83,630
-3% -$5.25M 0.04% 387
2023
Q3 		$179M Buy
3,012,260
+2,286,711
+315% +$140M 0.04% 396
2023
Q2 		$41.2M Buy
725,549
+56,745
+8% +$3.11M 0.01% 761
2023
Q1 		$35.4M Sell
668,804
-163,818
-20% -$8.58M 0.01% 785
2022
Q4 		$41.5M Buy
832,622
+169,906
+26% +$8.58M 0.01% 732
2022
Q3 		$29.1M Buy
662,716
+640,434
+2,874% +$32.3M 0.01% 799
2022
Q2 		$1.08M Buy
22,282
+16,134
+262% +$849K ﹤0.01% 1667
2022
Q1 		$341K Buy
6,148
+462
+8% +$22K ﹤0.01% 1989
2021
Q4 		$298K Buy
5,686
+83
+1% +$3.92K ﹤0.01% 2083
2021
Q3 		$243K Sell
5,603
-12,361
-69% -$556K ﹤0.01% 2082
2021
Q2 		$759K Sell
17,964
-7,084
-28% -$297K ﹤0.01% 1824
2021
Q1 		$927K Sell
25,048
-12,372
-33% -$414K ﹤0.01% 1734
2020
Q4 		$1.1M Buy
37,420
+25,646
+218% +$712K ﹤0.01% 1600
2020
Q3 		$316K Sell
11,774
-21
-0.2% -$598 ﹤0.01% 1803
2020
Q2 		$308K Buy
11,795
+95
+0.8% +$2.4K ﹤0.01% 1741
2020
Q1 		$279K Sell
11,700
-23,238
-67% -$703K ﹤0.01% 1815
2019
Q4 		$1.11M Buy
34,938
+24,572
+237% +$806K ﹤0.01% 1681
2019
Q3 		$336K Buy
10,366
+1,683
+19% +$52.9K ﹤0.01% 1931
2019
Q2 		$272K Buy
8,683
+1,624
+23% +$53.2K ﹤0.01% 1986
2019
Q1 		$250K Hold
7,059
– – ﹤0.01% 1981
2018
Q4 		$229K Buy
7,059
+611
+9% +$20K ﹤0.01% 1995
2018
Q3 		$223K Buy
+6,448
New +$230K ﹤0.01% 2168
2016
Q1 		– Sell
-181,715
Closed -$4.91M – 2167
2015
Q4 		$4.91M Buy
181,715
+51,290
+39% +$1.5M ﹤0.01% 1368
2015
Q3 		$4.05M Buy
+130,425
New +$3.89M ﹤0.01% 1416
2014
Q1 		– Sell
-350,557
Closed -$9.83M – 2188
2013
Q4 		$9.83M Buy
350,557
+19,276
+6% +$494K ﹤0.01% 1246
2013
Q3 		$8.27M Buy
331,281
+19,476
+6% +$495K ﹤0.01% 1272
2013
Q2 		$7.67M Buy
+311,805
New +$10.1M ﹤0.01% 1281

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

Wellington Management Group's IRM Position: Q1 2026 in Review

Wellington Management Group increased its Iron Mountain (IRM) stake by 234% in Q1 2026, buying an estimated $24.3M and bringing the position to 347,915 shares worth $35.5M. The position accounts for 0.01% of the portfolio, ranked #831.

Wellington Management Group first reported a position in IRM in Q2 2013 and has held it in 36 quarters since. The position peaked at $303M in Q2 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Wellington Management Group held 347,915 shares of Iron Mountain worth $35.5M as of Q1 2026.
  • Wellington Management Group bought 243,788 Iron Mountain shares in Q1 2026, an estimated $24.3M.
  • Iron Mountain made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #831 holding.
  • Wellington Management Group first reported a position in Iron Mountain in Q2 2013 and has held it in 36 quarters since.
  • Wellington Management Group's Iron Mountain position peaked at $303M in Q2 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.