Westside Investment Management’s Iron Mountain IRM Stock Holding History

Westside Investment Management’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	$11.6K	Hold	92	–	–	﹤0.01%	1081
2026 Q1	$9.49K	Hold	92	–	–	﹤0.01%	1117
2025 Q4	$7.65K	Buy	92 +13	+16%	+$1.22K	﹤0.01%	1154
2025 Q3	$8.08K	Buy	+79	New	+$7.61K	﹤0.01%	1159
2023 Q2	–	Sell	-250	Closed	-$13.2K	–	848
2023 Q1	$13.2K	Hold	250	–	–	﹤0.01%	541
2022 Q4	$12	Hold	250	–	–	﹤0.01%	583
2022 Q3	$10	Sell	250 -26	-9%	-$1.31K	﹤0.01%	604
2022 Q2	$1.47K	Hold	276	–	–	﹤0.01%	249
2022 Q1	$1.47K	Buy	276 +250	+962%	+$11.9K	﹤0.01%	254
2021 Q4	$1.14K	Hold	26	–	–	﹤0.01%	252
2021 Q3	$1.14K	Hold	26	–	–	﹤0.01%	248
2021 Q2	$1.1K	Hold	26	–	–	﹤0.01%	242
2021 Q1	$962	Buy	+26	New	+$869	﹤0.01%	237
2019 Q2	$3	Buy	+100	New	+$3.28K	﹤0.01%	588
2018 Q4	$3.24K	Hold	100	–	–	﹤0.01%	597
2018 Q3	$3.44K	Hold	100	–	–	﹤0.01%	634
2018 Q2	$3.49K	Hold	100	–	–	﹤0.01%	716
2018 Q1	$3.24K	Hold	100	–	–	﹤0.01%	722
2017 Q4	$3.7K	Hold	100	–	–	﹤0.01%	724
2017 Q3	$3.83K	Hold	100	–	–	﹤0.01%	699
2017 Q2	$3.35K	Hold	100	–	–	﹤0.01%	706
2017 Q1	$3.49K	Buy	+100	New	+$3.54K	﹤0.01%	667

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

Westside Investment Management's IRM Position: Q2 2026 in Review

Westside Investment Management held its Iron Mountain (IRM) position steady in Q2 2026 at 92 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Westside Investment Management first reported a position in IRM in Q1 2017 and has held it in 22 quarters since. The position peaked at $13.2K in Q1 2023. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Westside Investment Management held 92 shares of Iron Mountain worth $11.6K as of Q2 2026.
Westside Investment Management left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1081 holding.
Westside Investment Management first reported a position in Iron Mountain in Q1 2017 and has held it in 22 quarters since.
Westside Investment Management's Iron Mountain position peaked at $13.2K in Q1 2023.
1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.