WFS
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Widmann Financial Services’s Iron Mountain IRM Stock Holding History

Widmann Financial Services’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 		$1.51M Sell
11,925
-200
-2% -$24.5K 0.81% 32
2026
Q1 		$1.24M Buy
12,125
+15
+0.1% +$1.49K 0.74% 40
2025
Q4 		$1M Hold
12,110
– – 0.61% 47
2025
Q3 		$1.23M Sell
12,110
-84
-0.7% -$8.09K 0.78% 37
2025
Q2 		$1.25M Hold
12,194
– – 0.87% 35
2025
Q1 		$1.05M Hold
12,194
– – 0.82% 36
2024
Q4 		$1.28M Sell
12,194
-1,170
-9% -$137K 0.99% 29
2024
Q3 		$1.59M Sell
13,364
-100
-0.7% -$10.7K 1.2% 26
2024
Q2 		$1.21M Hold
13,464
– – 0.98% 33
2024
Q1 		$1.08M Sell
13,464
-245
-2% -$17.7K 0.91% 37
2023
Q4 		$959K Sell
13,709
-180
-1% -$11.3K 0.86% 38
2023
Q3 		$826K Hold
13,889
– – 0.82% 42
2023
Q2 		$789K Buy
13,889
+230
+2% +$12.6K 0.75% 43
2023
Q1 		$723K Sell
13,659
-200
-1% -$10.5K 0.73% 47
2022
Q4 		$691K Buy
13,859
+305
+2% +$15.4K 0.72% 47
2022
Q3 		$596K Sell
13,554
-206
-1% -$10.4K 0.66% 52
2022
Q2 		$669K Buy
13,760
+91
+0.7% +$4.79K 0.69% 50
2022
Q1 		$757K Buy
13,669
+995
+8% +$47.4K 0.67% 48
2021
Q4 		$663K Buy
+12,674
New +$599K 0.55% 47

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

Widmann Financial Services's IRM Position: Q2 2026 in Review

Widmann Financial Services reduced its Iron Mountain (IRM) stake by 1.6% in Q2 2026, selling an estimated $24.5K and leaving 11,925 shares worth $1.51M. The position accounts for 0.81% of the portfolio, ranked #32.

Widmann Financial Services first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Widmann Financial Services held 11,925 shares of Iron Mountain worth $1.51M as of Q2 2026.
  • Widmann Financial Services sold 200 Iron Mountain shares in Q2 2026, an estimated $24.5K.
  • Iron Mountain made up 0.81% of Widmann Financial Services's portfolio in Q2 2026, its #32 holding.
  • Widmann Financial Services first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Iron Mountain position peaked at $1.59M in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.