EWM
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Evermay Wealth Management’s Iron Mountain IRM Stock Holding History

Evermay 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 		– Sell
-97
Closed -$9.91K – 667
2026
Q1 		$9.91K Buy
+97
New +$9.65K ﹤0.01% 462
2025
Q4 		– Sell
-1,141
Closed -$116K – 585
2025
Q3 		$116K Buy
+1,141
New +$110K 0.01% 250
2024
Q1 		– Sell
-5
Closed -$350 – 680
2023
Q4 		$350 Buy
+5
New +$314 ﹤0.01% 622

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
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)
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

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

Evermay Wealth Management sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 97 shares — an estimated $9.91K sold.

Evermay Wealth Management first reported a position in IRM in Q4 2023 and held it in 3 quarters. The position peaked at $116K in Q3 2025. 328 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Evermay Wealth Management reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 97 Iron Mountain shares in Q2 2026, an estimated $9.91K.
  • Evermay Wealth Management first reported a position in Iron Mountain in Q4 2023 and held it in 3 quarters.
  • Evermay Wealth Management's Iron Mountain position peaked at $116K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.