B. Riley Wealth Advisors’s Iron Mountain IRM Stock Holding History

B. Riley 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	$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	Buy	+4,060	New	+$383K	0.02%	598
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

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 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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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 29 quarters since. The position peaked at $4.28M in Q1 2022. 176 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 29 quarters since.
B. Riley Wealth Advisors's Iron Mountain position peaked at $4.28M in Q1 2022.
176 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.