Wellington Shields & Co’s Iron Mountain IRM Stock Holding History

Wellington Shields & Co’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	$1.09M	Hold	10,643	–	–	0.28%	86
2025 Q4	$883K	Hold	10,643	–	–	0.22%	98
2025 Q3	$1.08M	Hold	10,643	–	–	0.28%	82
2025 Q2	$1.09M	Hold	10,643	–	–	0.31%	75
2025 Q1	$916K	Hold	10,643	–	–	0.29%	87
2024 Q4	$1.12M	Hold	10,643	–	–	0.34%	67
2024 Q3	$1.26M	Hold	10,643	–	–	0.38%	61
2024 Q2	$954K	Hold	10,643	–	–	0.31%	80
2024 Q1	$854K	Hold	10,643	–	–	0.29%	85
2023 Q4	$745K	Sell	10,643 -390	-4%	-$24.5K	0.27%	87
2023 Q3	$656K	Buy	11,033 +2,500	+29%	+$153K	0.16%	95
2023 Q2	$485K	Sell	8,533 -2,950	-26%	-$161K	0.11%	118
2023 Q1	$608K	Hold	11,483	–	–	0.14%	103
2022 Q4	$572K	Hold	11,483	–	–	0.13%	107
2022 Q3	$505K	Hold	11,483	–	–	0.22%	107
2022 Q2	$559K	Buy	11,483 +400	+4%	+$21.1K	0.14%	101
2022 Q1	$614K	Sell	11,083 -3,155	-22%	-$150K	0.2%	104
2021 Q4	$745K	Buy	14,238 +528	+4%	+$25K	0.15%	95
2021 Q3	$596K	Buy	13,710 +10	+0.1%	+$450	0.21%	103
2021 Q2	$580K	Buy	13,700 +200	+1%	+$8.39K	0.19%	102
2021 Q1	$500K	Buy	+13,500	New	+$451K	0.18%	111
2019 Q2	–	Sell	-5,775	Closed	-$205K	–	175
2019 Q1	$205K	Buy	+5,775	New	+$204K	0.1%	152

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return

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

Wellington Shields & Co's IRM Position: Q1 2026 in Review

Wellington Shields & Co held its Iron Mountain (IRM) position steady in Q1 2026 at 10,643 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #86.

Wellington Shields & Co first reported a position in IRM in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.26M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Wellington Shields & Co held 10,643 shares of Iron Mountain worth $1.09M as of Q1 2026.
Wellington Shields & Co left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.28% of Wellington Shields & Co's portfolio in Q1 2026, its #86 holding.
Wellington Shields & Co first reported a position in Iron Mountain in Q1 2019 and has held it in 22 quarters since.
Wellington Shields & Co's Iron Mountain position peaked at $1.26M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.