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 Q1	–	Sell	-1,000	Closed	-$70K	–	7609
2023 Q4	$70K	Hold	1,000	–	–	﹤0.01%	5119
2023 Q3	$59.5K	Hold	1,000	–	–	﹤0.01%	5091
2023 Q2	$56.8K	Hold	1,000	–	–	﹤0.01%	5370
2023 Q1	$52.9K	Hold	1,000	–	–	﹤0.01%	5132
2022 Q4	$49.9K	Hold	1,000	–	–	﹤0.01%	4858
2022 Q3	$44K	Hold	1,000	–	–	﹤0.01%	5017
2022 Q2	$49K	Hold	1,000	–	–	﹤0.01%	5027
2022 Q1	$55K	Hold	1,000	–	–	﹤0.01%	5607
2021 Q4	$52K	Hold	1,000	–	–	﹤0.01%	5952
2021 Q3	$43K	Hold	1,000	–	–	﹤0.01%	5685
2021 Q2	$42K	Hold	1,000	–	–	﹤0.01%	5631
2021 Q1	$37K	Sell	1,000 -8,600	-90%	-$288K	﹤0.01%	5950
2020 Q4	$2K	Buy	9,600 +7,900	+465%	+$219K	﹤0.01%	6271
2020 Q3	$2K	Buy	1,700 +300	+21%	+$8.54K	﹤0.01%	6135
2020 Q2	$2K	Sell	1,400 -800	-36%	-$20.2K	﹤0.01%	6098
2020 Q1	$10K	Sell	2,200 -1,400	-39%	-$42.4K	﹤0.01%	5747
2019 Q4	$6K	Sell	3,600 -500	-12%	-$16.4K	﹤0.01%	6004
2019 Q3	$2K	Buy	+4,100	New	+$129K	﹤0.01%	6195
2019 Q1	–	Sell	-1,000	Closed	-$2K	–	6246
2018 Q4	$2K	Buy	+1,000	New	+$32.8K	﹤0.01%	6203

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

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.