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 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 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

Widmann Financial Services's IRM Position: Q1 2026 in Review

Widmann Financial Services increased its Iron Mountain (IRM) stake by 0.12% in Q1 2026, buying an estimated $1.49K and bringing the position to 12,125 shares worth $1.24M. The position accounts for 0.74% of the portfolio, ranked #40.

Widmann Financial Services first reported a position in IRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.59M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Widmann Financial Services held 12,125 shares of Iron Mountain worth $1.24M as of Q1 2026.
Widmann Financial Services bought 15 Iron Mountain shares in Q1 2026, an estimated $1.49K.
Iron Mountain made up 0.74% of Widmann Financial Services's portfolio in Q1 2026, its #40 holding.
Widmann Financial Services first reported a position in Iron Mountain in Q4 2021 and has held it in 18 quarters since.
Widmann Financial Services's Iron Mountain position peaked at $1.59M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.