PWMAI
IRM icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Iron Mountain IRM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$569K Buy
4,507
+511
+13% +$62.6K 0.15% 91
2026
Q1 		$408K Sell
3,996
-54
-1% -$5.37K 0.12% 118
2025
Q4 		$336K Buy
+4,050
New +$379K 0.1% 125

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IRM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Iron Mountain (IRM) stake by 13% in Q2 2026, buying an estimated $62.6K and bringing the position to 4,507 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #91.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,507 shares of Iron Mountain worth $569K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 511 Iron Mountain shares in Q2 2026, an estimated $62.6K.
  • Iron Mountain made up 0.15% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #91 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.