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 Q2	$1.34M	Hold	10,643	–	–	0.3%	78
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 $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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Wellington Shields & Co's IRM Position: Q2 2026 in Review

Wellington Shields & Co held its Iron Mountain (IRM) position steady in Q2 2026 at 10,643 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #78.

Wellington Shields & Co first reported a position in IRM in Q1 2019 and has held it in 23 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Wellington Shields & Co held 10,643 shares of Iron Mountain worth $1.34M as of Q2 2026.
Wellington Shields & Co left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.3% of Wellington Shields & Co's portfolio in Q2 2026, its #78 holding.
Wellington Shields & Co first reported a position in Iron Mountain in Q1 2019 and has held it in 23 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.