Cornerstone Wealth Management’s Iron Mountain IRM Stock Holding History

Cornerstone 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	$524K	Buy	4,152 +1	+0%	+$123	0.02%	479
2026 Q1	$424K	Buy	4,151 +31	+0.8%	+$3.08K	0.02%	488
2025 Q4	$342K	Hold	4,120	–	–	0.02%	509
2025 Q3	$420K	Buy	4,120 +1	+0%	+$96	0.02%	460
2025 Q2	$423K	Sell	4,119 -288	-7%	-$27.1K	0.03%	429
2025 Q1	$379K	Buy	4,407 +288	+7%	+$27.8K	0.03%	429
2024 Q4	$433K	Hold	4,119	–	–	0.03%	380
2024 Q3	$489K	Buy	4,119 +1	+0%	+$107	0.03%	356
2024 Q2	$369K	Sell	4,118 -626	-13%	-$50.7K	0.03%	391
2024 Q1	$380K	Buy	4,744 +1	+0%	+$72	0.03%	388
2023 Q4	$332K	Sell	4,743 -99	-2%	-$6.21K	0.03%	393
2023 Q3	$288K	Buy	4,842 +497	+11%	+$30.4K	0.03%	428
2023 Q2	$247K	Buy	+4,345	New	+$238K	0.02%	442
2018 Q4	–	Sell	-21,068	Closed	-$550K	–	737
2018 Q3	$550K	Buy	21,068 +892	+4%	+$31.8K	0.01%	875
2018 Q2	$578K	Buy	+20,176	New	+$681K	0.01%	958

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Cornerstone Wealth Management's IRM Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Iron Mountain (IRM) stake by 0.02% in Q2 2026, buying an estimated $123 and bringing the position to 4,152 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #479.

Cornerstone Wealth Management first reported a position in IRM in Q2 2018 and has held it in 15 quarters since. The position peaked at $578K in Q2 2018. 318 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Cornerstone Wealth Management held 4,152 shares of Iron Mountain worth $524K as of Q2 2026.
Cornerstone Wealth Management bought 1 Iron Mountain share in Q2 2026, an estimated $123.
Iron Mountain made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #479 holding.
Cornerstone Wealth Management first reported a position in Iron Mountain in Q2 2018 and has held it in 15 quarters since.
Cornerstone Wealth Management's Iron Mountain position peaked at $578K in Q2 2018.
318 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.