Wilmington Savings Fund Society’s Iron Mountain IRM Stock Holding History

Wilmington Savings Fund Society’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	$573K	Buy	4,535 +32	+0.7%	+$3.92K	0.01%	397
2026 Q1	$460K	Hold	4,503	–	–	0.01%	429
2025 Q4	$374K	Sell	4,503 -17	-0.4%	-$1.59K	0.01%	478
2025 Q3	$461K	Sell	4,520 -2,521	-36%	-$243K	0.01%	424
2025 Q2	$722K	Hold	7,041	–	–	0.01%	498
2025 Q1	$606K	Sell	7,041 -6	-0.1%	-$578	0.01%	530
2024 Q4	$741K	Hold	7,047	–	–	0.01%	480
2024 Q3	$837K	Buy	+7,047	New	+$754K	0.02%	454

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 $3.38T AUM 44.17% 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

Wilmington Savings Fund Society's IRM Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Iron Mountain (IRM) stake by 0.71% in Q2 2026, buying an estimated $3.92K and bringing the position to 4,535 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #397.

Wilmington Savings Fund Society first reported a position in IRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $837K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Wilmington Savings Fund Society held 4,535 shares of Iron Mountain worth $573K as of Q2 2026.
Wilmington Savings Fund Society bought 32 Iron Mountain shares in Q2 2026, an estimated $3.92K.
Iron Mountain made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #397 holding.
Wilmington Savings Fund Society first reported a position in Iron Mountain in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Iron Mountain position peaked at $837K in Q3 2024.
1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.