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Moran Wealth Management, LLC → IRM
Moran Wealth Management, LLC IRM Position History
Iron Mountain Incorporated • Real Estate
Quarters held
8
Latest value
$108K
Q3 2026
Peak value
$20.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16.2M |
| Q4 2025 | $32K |
| Q1 2026 | $29K |
| Q1 2026 | $17.7M |
| Q2 2026 | $20.6M |
| Q2 2026 | $70K |
| Q3 2026 | $18.1M |
| Q3 2026 | $108K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $108K | 974 | — | — |
| Q3 2026 | $18.1M | 162.9K | — | — |
| Q2 2026 | $70K | 556 | — | — |
| Q2 2026 | $20.6M | 162.9K | — | — |
| Q1 2026 | $17.7M | 173.1K | — | — |
| Q1 2026 | $29K | 284 | — | — |
| Q4 2025 | $32K | 382 | — | — |
| Q4 2025 | $16.2M | 194.8K | — | — |
Other funds holding IRM
$4.7B
$4.5B
$3.9B
$3.6B
$2.2B
$2.2B
$1.8B