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WESPAC Advisors’s Iron Mountain IRM Stock Holding History

WESPAC Advisors’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 		$914K Buy
+7,235
New +$887K 0.45% 69
2023
Q4 		– Sell
-36,993
Closed -$2.2M – 160
2023
Q3 		$2.2M Buy
36,993
+1,439
+4% +$87.9K 1.65% 10
2023
Q2 		$2.02M Sell
35,554
-1,913
-5% -$105K 1.62% 14
2023
Q1 		$1.98M Buy
+37,467
New +$1.96M 1.87% 14
2015
Q1 		– Sell
-49,951
Closed -$1.93M – 128
2014
Q4 		$1.93M Buy
+49,951
New +$1.82M 1.35% 27

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WESPAC Advisors's IRM Position: Q2 2026 in Review

WESPAC Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 7,235 shares worth $914K. The stake represents 0.45% of the portfolio and ranks #69 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in IRM as recently as Q3 2023.

WESPAC Advisors first reported a position in IRM in Q4 2014 and has held it in 5 quarters since. The position peaked at $2.2M in Q3 2023. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • WESPAC Advisors held 7,235 shares of Iron Mountain worth $914K as of Q2 2026.
  • Iron Mountain was a new WESPAC Advisors position in Q2 2026.
  • Iron Mountain made up 0.45% of WESPAC Advisors's portfolio in Q2 2026, its #69 holding.
  • WESPAC Advisors first reported a position in Iron Mountain in Q4 2014 and has held it in 5 quarters since.
  • WESPAC Advisors's Iron Mountain position peaked at $2.2M in Q3 2023.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.