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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
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
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. 179 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.
  • 179 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.