West Wealth Group’s Iron Mountain IRM Stock Holding History

West Wealth Group’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	$692K	Sell	5,479 -386	-7%	-$47.3K	0.11%	65
2026 Q1	$599K	Buy	5,865 +15	+0.3%	+$1.49K	0.12%	65
2025 Q4	$485K	Buy	5,850 +299	+5%	+$28K	0.1%	67
2025 Q3	$587K	Buy	5,551 +51	+0.9%	+$4.91K	0.13%	56
2025 Q2	$495K	Hold	5,500	–	–	0.12%	56
2025 Q1	$478K	Buy	5,500 +500	+10%	+$48.2K	0.14%	53
2024 Q4	$526K	Hold	5,000	–	–	0.16%	46
2024 Q3	$594K	Hold	5,000	–	–	0.19%	39
2024 Q2	$448K	Hold	5,000	–	–	0.16%	52
2024 Q1	$401K	Hold	5,000	–	–	0.15%	54
2023 Q4	$350K	Hold	5,000	–	–	0.14%	60
2023 Q3	$297K	Hold	5,000	–	–	0.13%	57
2023 Q2	$284K	Hold	5,000	–	–	0.12%	53
2023 Q1	$265K	Hold	5,000	–	–	0.12%	49
2022 Q4	$249K	Hold	5,000	–	–	0.12%	56
2022 Q3	$219K	Hold	5,000	–	–	0.11%	54
2022 Q2	$243K	Hold	5,000	–	–	0.11%	55
2022 Q1	$277K	Hold	5,000	–	–	0.11%	50
2021 Q4	$261K	Buy	+5,000	New	+$236K	0.1%	47

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

West Wealth Group's IRM Position: Q2 2026 in Review

West Wealth Group reduced its Iron Mountain (IRM) stake by 6.6% in Q2 2026, selling an estimated $47.3K and leaving 5,479 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #65.

West Wealth Group first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

West Wealth Group held 5,479 shares of Iron Mountain worth $692K as of Q2 2026.
West Wealth Group sold 386 Iron Mountain shares in Q2 2026, an estimated $47.3K.
Iron Mountain made up 0.11% of West Wealth Group's portfolio in Q2 2026, its #65 holding.
West Wealth Group first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.