XXI Wealth LLC’s Iron Mountain IRM Stock Holding History

XXI Wealth LLC’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	$352K	Buy	2,784 +278	+11%	+$34.1K	0.16%	150
2026 Q1	$256K	Buy	+2,506	New	+$249K	0.15%	169

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 $3.37T AUM 44.26% 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

XXI Wealth LLC's IRM Position: Q2 2026 in Review

XXI Wealth LLC increased its Iron Mountain (IRM) stake by 11% in Q2 2026, buying an estimated $34.1K and bringing the position to 2,784 shares worth $352K. The position accounts for 0.16% of the portfolio, ranked #150.

XXI Wealth LLC first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,166 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

XXI Wealth LLC held 2,784 shares of Iron Mountain worth $352K as of Q2 2026.
XXI Wealth LLC bought 278 Iron Mountain shares in Q2 2026, an estimated $34.1K.
Iron Mountain made up 0.16% of XXI Wealth LLC's portfolio in Q2 2026, its #150 holding.
XXI Wealth LLC first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
1,166 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.