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Beaird Harris Wealth Management’s Iron Mountain IRM Stock Holding History

Beaird Harris Wealth Management’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 		$253 Hold
2
– – ﹤0.01% 643
2026
Q1 		$205 Sell
2
-350
-99% -$34.8K ﹤0.01% 630
2025
Q4 		$29.2K Buy
352
+350
+17,500% +$32.8K ﹤0.01% 305
2025
Q3 		$204 Sell
2
-1
-33% -$96 ﹤0.01% 667
2025
Q2 		$308 Buy
+3
New +$283 ﹤0.01% 614

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Beaird Harris Wealth Management's IRM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 2 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Beaird Harris Wealth Management first reported a position in IRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.2K in Q4 2025. 153 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Beaird Harris Wealth Management held 2 shares of Iron Mountain worth $253 as of Q2 2026.
  • Beaird Harris Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #643 holding.
  • Beaird Harris Wealth Management first reported a position in Iron Mountain in Q2 2025 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Iron Mountain position peaked at $29.2K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.