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Winnow Wealth’s Iron Mountain IRM Stock Holding History

Winnow Wealth’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 		– Sell
-3
Closed -$249 – 339
2025
Q4 		$249 Hold
3
– – ﹤0.01% 521
2025
Q3 		$306 Sell
3
-134
-98% -$12.9K ﹤0.01% 498
2025
Q2 		$14.1K Buy
137
+130
+1,857% +$12.3K 0.01% 124
2025
Q1 		$540 Buy
7
+2
+40% +$193 ﹤0.01% 487
2024
Q4 		$443 Buy
+5
New +$587 ﹤0.01% 454

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winnow Wealth's IRM Position: Q1 2026 in Review

Winnow Wealth sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 3 shares — an estimated $249 sold.

Winnow Wealth first reported a position in IRM in Q4 2024 and held it in 5 quarters. The position peaked at $14.1K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Winnow Wealth reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 3 Iron Mountain shares in Q1 2026, an estimated $249.
  • Winnow Wealth first reported a position in Iron Mountain in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's Iron Mountain position peaked at $14.1K in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.