AWA
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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Amplius Wealth Advisors's IRM Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 2,954 shares worth $373K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in IRM as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in IRM in Q4 2021 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Amplius Wealth Advisors held 2,954 shares of Iron Mountain worth $373K as of Q2 2026.
  • Iron Mountain was a new Amplius Wealth Advisors position in Q2 2026.
  • Iron Mountain made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Amplius Wealth Advisors first reported a position in Iron Mountain in Q4 2021 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.