B. Riley Wealth Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $237K | Buy |
+1,822
| New | +$223K | 0.01% | 708 |
|
|
2026
Q1 | – | Sell |
-3,080
| Closed | -$256K | – | 1017 |
|
|
2025
Q4 | $256K | Buy |
3,080
+132
| +4% | +$12.4K | 0.01% | 766 |
|
|
2025
Q3 | $301K | Sell |
2,948
-1,112
| -27% | -$107K | 0.01% | 728 |
|
|
2025
Q2 | $416K | Sell |
4,060
-6,931
| -63% | -$653K | 0.02% | 598 |
|
|
2025
Q1 | $946K | Buy |
10,991
+351
| +3% | +$33.8K | 0.03% | 524 |
|
|
2024
Q4 | $1.13M | Sell |
10,640
-4,854
| -31% | -$570K | 0.04% | 416 |
|
|
2024
Q3 | $1.84M | Sell |
15,494
-14,334
| -48% | -$1.53M | 0.05% | 336 |
|
|
2024
Q2 | $2.69M | Sell |
29,828
-960
| -3% | -$77.7K | 0.07% | 270 |
|
|
2024
Q1 | $1.85M | Buy |
30,788
+681
| +2% | +$49.3K | 0.05% | 376 |
|
|
2023
Q4 | $2.13M | Sell |
30,107
-681
| -2% | -$42.7K | 0.06% | 344 |
|
|
2023
Q3 | $1.85M | Sell |
30,788
-7,660
| -20% | -$468K | 0.05% | 376 |
|
|
2023
Q2 | $2.2M | Sell |
38,448
-4,455
| -10% | -$244K | 0.05% | 351 |
|
|
2023
Q1 | $2.29M | Sell |
42,903
-23,951
| -36% | -$1.26M | 0.06% | 311 |
|
|
2022
Q4 | $3.37M | Sell |
66,854
-6,240
| -9% | -$315K | 0.09% | 225 |
|
|
2022
Q3 | $3.21M | Buy |
73,094
+6,497
| +10% | +$328K | 0.1% | 216 |
|
|
2022
Q2 | $3.24M | Sell |
66,597
-10,561
| -14% | -$556K | 0.14% | 157 |
|
|
2022
Q1 | $4.28M | Buy |
77,158
+30,692
| +66% | +$1.46M | 0.14% | 158 |
|
|
2021
Q4 | $2.43M | Sell |
46,466
-241
| -0.5% | -$11.4K | 0.07% | 306 |
|
|
2021
Q3 | $2.03M | Sell |
46,707
-8,713
| -16% | -$392K | 0.06% | 328 |
|
|
2021
Q2 | $2.35M | Buy |
55,420
+2,482
| +5% | +$104K | 0.08% | 296 |
|
|
2021
Q1 | $1.96M | Buy |
52,938
+32,719
| +162% | +$1.09M | 0.07% | 308 |
|
|
2020
Q4 | $597K | Sell |
20,219
-1,069
| -5% | -$29.7K | 0.03% | 477 |
|
|
2020
Q3 | $570K | Buy |
21,288
+534
| +3% | +$15.2K | 0.03% | 484 |
|
|
2020
Q2 | $543K | Buy |
20,754
+2,847
| +16% | +$71.9K | 0.04% | 433 |
|
|
2020
Q1 | $427K | Buy |
17,907
+3,042
| +20% | +$92.1K | 0.04% | 435 |
|
|
2019
Q4 | $474K | Buy |
14,865
+2,708
| +22% | +$88.8K | 0.04% | 452 |
|
|
2019
Q3 | $394K | Buy |
12,157
+4,558
| +60% | +$143K | 0.04% | 491 |
|
|
2019
Q2 | $239K | Buy |
7,599
+1,743
| +30% | +$57.1K | 0.03% | 653 |
|
|
2019
Q1 | $209K | Buy |
+5,856
| New | +$207K | 0.03% | 642 |
|
|
2014
Q3 | – | Sell |
-274
| Closed | -$8.96K | – | 1259 |
|
|
2014
Q2 | $8.96K | Buy |
+274
| New | +$7.43K | ﹤0.01% | 1832 |
|
Other funds holding IRM
B. Riley Wealth Advisors's IRM Position: Q2 2026 in Review
B. Riley Wealth Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 1,822 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in IRM as recently as Q4 2025.
B. Riley Wealth Advisors first reported a position in IRM in Q2 2014 and has held it in 30 quarters since. The position peaked at $4.28M in Q1 2022. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- B. Riley Wealth Advisors held 1,822 shares of Iron Mountain worth $237K as of Q2 2026.
- Iron Mountain was a new B. Riley Wealth Advisors position in Q2 2026.
- Iron Mountain made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #708 holding.
- B. Riley Wealth Advisors first reported a position in Iron Mountain in Q2 2014 and has held it in 30 quarters since.
- B. Riley Wealth Advisors's Iron Mountain position peaked at $4.28M in Q1 2022.
- 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.