Fifth Third Wealth Advisors
IRM icon

Fifth Third Wealth Advisors’s Iron Mountain IRM Stock Holding History

Fifth Third 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
Q3 		$519K Buy
4,682
+969
+26% +$116K 0.01% 512
2026
Q2 		$469K Buy
3,713
+122
+3% +$15K 0.01% 514
2026
Q1 		$367K Hold
3,591
– – 0.01% 529
2025
Q4 		$298K Buy
3,591
+555
+18% +$51.9K 0.01% 588
2025
Q3 		$309K Buy
3,036
+204
+7% +$19.7K 0.01% 542
2025
Q2 		$290K Sell
2,832
-182
-6% -$17.2K 0.01% 539
2025
Q1 		$259K Buy
3,014
+115
+4% +$11.1K 0.01% 548
2024
Q4 		$305K Sell
2,899
-29
-1% -$3.41K 0.02% 478
2024
Q3 		$348K Sell
2,928
-52
-2% -$5.56K 0.02% 413
2024
Q2 		$267K Buy
+2,980
New +$241K 0.02% 459

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fifth Third Wealth Advisors's IRM Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Iron Mountain (IRM) stake by 26% in Q3 2026, buying an estimated $116K and bringing the position to 4,682 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #512.

Fifth Third Wealth Advisors first reported a position in IRM in Q2 2024 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Fifth Third Wealth Advisors held 4,682 shares of Iron Mountain worth $519K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 969 Iron Mountain shares in Q3 2026, an estimated $116K.
  • Iron Mountain made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #512 holding.
  • Fifth Third Wealth Advisors first reported a position in Iron Mountain in Q2 2024 and has held it in 10 quarters since.
  • 287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.