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
2026 Q2	$8.46M	Buy	+67,000	New	+$8.21M	﹤0.01%	2338
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 $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

Wells Fargo's IRM Position: Q2 2026 in Review

Wells Fargo increased its Iron Mountain (IRM) stake by 0.56% in Q2 2026, buying an estimated $454K and bringing the position to 662,157 shares worth $83.6M. The position accounts for 0.01% of the portfolio, ranked #756.

Wells Fargo first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Wells Fargo held 662,157 shares of Iron Mountain worth $83.6M as of Q2 2026.
Wells Fargo bought 3,703 Iron Mountain shares in Q2 2026, an estimated $454K.
Iron Mountain made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #756 holding.
Wells Fargo first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.