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Wilkerson Advisory Group’s Iron Mountain IRM Stock Holding History

Wilkerson Advisory 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 		$6.19K Buy
49
+6
+14% +$736 ﹤0.01% 480
2026
Q1 		$4.39K Buy
+43
New +$4.28K ﹤0.01% 492

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

Wilkerson Advisory Group's IRM Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Iron Mountain (IRM) stake by 14% in Q2 2026, buying an estimated $736 and bringing the position to 49 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Wilkerson Advisory Group first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Wilkerson Advisory Group held 49 shares of Iron Mountain worth $6.19K as of Q2 2026.
  • Wilkerson Advisory Group bought 6 Iron Mountain shares in Q2 2026, an estimated $736.
  • Iron Mountain made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #480 holding.
  • Wilkerson Advisory Group first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.