WELLS FARGO & COMPANY/MN

CIK

72971

City

SAN FRANCISCO

State / Country

Stock

IRM — Iron Mountain Inc

Top Portfolio Positions

4,439 positions · $313,476,637,471 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	61,801,086	$15,684,497,613	5.00%
MSFT	Microsoft Corp Technology	33,827,214	$12,521,819,803	3.99%
NVDA	Nvidia Corp Technology	60,434,815	$10,539,831,733	3.36%
SPY	Spdr S&P 500 ETF Trust	13,330,486	$8,669,348,262	2.77%
AVGO	Broadcom Inc. Technology	26,192,540	$8,106,853,052	2.59%
GOOGL	Alphabet Inc. Communication Services	27,917,601	$8,027,985,340	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	38,171,848	$7,950,050,780	2.54%
QQQ	Invesco Qqq Trust, Series 1	12,733,773	$7,349,679,099	2.34%
JPM	Jpmorgan Chase & Co Financial Services	23,034,231	$6,775,749,389	2.16%
META	Meta Platforms, Inc. Communication Services	9,895,119	$5,661,294,430	1.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in IRM

Compact Export CSV

Shares Held

Position Value (USD)

39 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,254,489	658,454	+3.3%	Shares	Defined	2026-05-11
2025-12-31	$52,861,710	637,272	-0.1%	Shares	Defined	2026-02-13
2025-09-30	$65,021,407	637,840	+2.0%	Shares	Defined	2025-11-13
2025-06-30	$64,155,173	625,477	+2.9%	Shares	Defined	2025-08-14
2025-03-31	$52,317,910	608,065	-8.0%	Shares	Defined	2025-05-13
2024-12-31	$69,454,373	660,778	-5.6%	Shares	Defined	2025-02-13
2024-09-30	$83,185,394	700,037	+2.1%	Shares	Defined	2024-11-13
2024-06-30	$61,443,380	685,599	+2003.1%	Shares	Defined	2024-08-13
2024-06-30	$2,921,612	32,600	-95.5%	Call	Defined	2024-08-13
2024-03-31	$57,534,629	717,300	+9.5%	Shares	Defined	2024-05-10
2023-12-31	$45,831,439	654,922	+65392.2%	Shares	Defined	2024-02-09
2023-12-31	$69,980	1,000	0.0%	Put	Defined	2024-02-09
2023-09-30	$59,450	1,000	-99.8%	Put	Defined	2023-11-13
2023-09-30	$38,076,534	640,480	+63948.0%	Shares	Defined	2023-11-13
2023-06-30	$56,820	1,000	-99.9%	Put	Defined	2023-08-15
2023-06-30	$38,602,710	679,386	+67838.6%	Shares	Defined	2023-08-15
2023-03-31	$52,910	1,000	-99.9%	Put	Defined	2023-05-12
2023-03-31	$37,363,822	706,177	+70517.7%	Shares	Defined	2023-05-12
2022-12-31	$49,850	1,000	-99.9%	Put	Defined	2023-02-13
2022-12-31	$35,012,794	702,363	+70136.3%	Shares	Defined	2023-02-13
2022-09-30	$43,970	1,000	-99.9%	Put	Defined	2022-11-14
2022-09-30	$30,766,862	699,724	+69872.4%	Shares	Defined	2022-11-14
2022-06-30	$48,690	1,000	-99.9%	Put	Defined	2022-08-12
2022-06-30	$36,991,641	759,738	-15.5%	Shares	Defined	2022-08-12
2022-03-31	$49,845,781	899,581	+89858.1%	Shares	Defined	2022-05-16
2022-03-31	$55,410	1,000	-99.9%	Put	Defined	2022-05-16
2021-12-31	$49,030,853	936,955	-11.7%	Shares	Defined	2022-02-14
2021-09-30	$46,106,791	1,061,146	-13.6%	Shares	Defined	2021-11-15
2021-06-30	$51,955,543	1,227,683	+122668.3%	Shares	Defined	2021-08-16
2021-03-31	$37,010	1,000	-99.9%	Put	Defined	2021-05-13
2021-03-31	$34,427,404	930,219	-2.6%	Shares	Defined	2021-05-13
2020-12-31	$28,160,208	955,231	+9850.3%	Shares	Defined	2021-02-09
2020-12-31	$283,008	9,600	-98.9%	Put	Defined	2021-02-09
2020-09-30	$22,964,333	857,198	+50323.4%	Shares	Defined	2020-11-05
2020-09-30	$45,543	1,700	+21.4%	Put	Defined	2020-11-05
2020-06-30	$36,540	1,400	-99.8%	Put	Defined	2020-08-13
2020-06-30	$21,822,469	836,110	+7.0%	Shares	Defined	2020-08-13
2020-03-31	$18,593,415	781,236	+35410.7%	Shares	Defined	2020-05-14
2020-03-31	$52,360	2,200	—	Put	Defined	2020-05-14
No 13F history on record for this holder in this stock.