Wells Fargo
IRM icon

Wells Fargo’s Iron Mountain IRM Stock Holding History

Wells Fargo’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
2024
Q3 		– Sell
-32,600
Closed -$2.92M – 6982
2024
Q2 		$2.92M Buy
+32,600
New +$2.64M ﹤0.01% 2673

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

Wells Fargo's IRM Position: Q1 2026 in Review

Wells Fargo increased its Iron Mountain (IRM) stake by 3.3% in Q1 2026, buying an estimated $2.11M and bringing the position to 658,454 shares worth $67.3M. The position accounts for 0.01% of the portfolio, ranked #800.

Wells Fargo first reported a position in IRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $83.2M in Q3 2024. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Wells Fargo held 658,454 shares of Iron Mountain worth $67.3M as of Q1 2026.
  • Wells Fargo bought 21,182 Iron Mountain shares in Q1 2026, an estimated $2.11M.
  • Iron Mountain made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #800 holding.
  • Wells Fargo first reported a position in Iron Mountain in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Iron Mountain position peaked at $83.2M in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.