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Clayton Financial Group’s Iron Mountain IRM Stock Holding History

Clayton Financial Group’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 		– Sell
-34
Closed -$3.47K – 323
2026
Q1 		$3.47K Hold
34
– – ﹤0.01% 376
2025
Q4 		$2.82K Buy
+34
New +$3.18K ﹤0.01% 403
2025
Q1 		– Sell
-2,102
Closed -$221K – 123
2024
Q4 		$221K Hold
2,102
– – 0.08% 113
2024
Q3 		$250K Buy
+2,102
New +$225K 0.09% 99

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Clayton Financial Group's IRM Position: Q2 2026 in Review

Clayton Financial Group sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 34 shares — an estimated $3.47K sold.

Clayton Financial Group first reported a position in IRM in Q3 2024 and held it in 4 quarters. The position peaked at $250K in Q3 2024. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Clayton Financial Group reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 34 Iron Mountain shares in Q2 2026, an estimated $3.47K.
  • Clayton Financial Group first reported a position in Iron Mountain in Q3 2024 and held it in 4 quarters.
  • Clayton Financial Group's Iron Mountain position peaked at $250K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.