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 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 $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

West Wealth Group's IRM Position: Q1 2026 in Review

West Wealth Group increased its Iron Mountain (IRM) stake by 0.26% in Q1 2026, buying an estimated $1.49K and bringing the position to 5,865 shares worth $599K. The position accounts for 0.12% of the portfolio, ranked #65.

West Wealth Group first reported a position in IRM in Q4 2021 and has held it in 18 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

West Wealth Group held 5,865 shares of Iron Mountain worth $599K as of Q1 2026.
West Wealth Group bought 15 Iron Mountain shares in Q1 2026, an estimated $1.49K.
Iron Mountain made up 0.12% of West Wealth Group's portfolio in Q1 2026, its #65 holding.
West Wealth Group first reported a position in Iron Mountain in Q4 2021 and has held it in 18 quarters since.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.