Amplius Wealth Advisors
IRM icon

Amplius Wealth Advisors’s Iron Mountain IRM Stock Holding History

Amplius Wealth Advisors’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
Q3 		– Sell
-2,954
Closed -$373K – 230
2026
Q2 		$373K Buy
+2,954
New +$362K 0.03% 150
2022
Q1 		– Sell
-50
Closed -$2K – 524
2021
Q4 		$2K Buy
+50
New +$2.36K ﹤0.01% 839

Other funds holding IRM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amplius Wealth Advisors's IRM Position: Q3 2026 in Review

Amplius Wealth Advisors sold out of Iron Mountain (IRM) in Q3 2026, closing a stake of 2,954 shares — an estimated $373K sold.

Amplius Wealth Advisors first reported a position in IRM in Q4 2021 and held it in 2 quarters. The position peaked at $373K in Q2 2026. 404 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Amplius Wealth Advisors reported no remaining Iron Mountain position as of Q3 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,954 Iron Mountain shares in Q3 2026, an estimated $373K.
  • Amplius Wealth Advisors first reported a position in Iron Mountain in Q4 2021 and held it in 2 quarters.
  • Amplius Wealth Advisors's Iron Mountain position peaked at $373K in Q2 2026.
  • 404 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.