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Future Financial Wealth Management’s Iron Mountain IRM Stock Holding History

Future Financial 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 		$953K Buy
7,649
+3
+0% +$368 0.59% 31
2026
Q1 		$868K Sell
7,646
-410
-5% -$40.8K 0.56% 36
2025
Q4 		$744K Sell
8,056
-343
-4% -$32.1K 0.5% 41
2025
Q3 		$856K Sell
8,399
-21
-0.2% -$2.02K 0.54% 36
2025
Q2 		$864K Buy
8,420
+4
+0% +$377 0.59% 32
2025
Q1 		$724K Sell
8,416
-1,599
-16% -$154K 0.53% 39
2024
Q4 		$1.05M Buy
10,015
+3
+0% +$352 0.77% 29
2024
Q3 		$1.19M Sell
10,012
-497
-5% -$53.2K 0.85% 28
2024
Q2 		$942K Sell
10,509
-9,316
-47% -$754K 0.83% 30
2024
Q1 		$1.59M Sell
19,825
-176
-0.9% -$12.7K 1.22% 20
2023
Q4 		$1.4M Sell
20,001
-859
-4% -$53.9K 1.39% 22
2023
Q3 		$1.24M Sell
20,860
-229
-1% -$14K 1.37% 23
2023
Q2 		$1.2M Sell
21,089
-473
-2% -$25.9K 1.26% 24
2023
Q1 		$1.14M Sell
21,562
-247
-1% -$12.9K 1.26% 24
2022
Q4 		$1.09M Sell
21,809
-193
-0.9% -$9.74K 1.24% 28
2022
Q3 		$1.07M Sell
22,002
-1,277
-5% -$64.5K 1.23% 25
2022
Q2 		$1.29M Hold
23,279
– – 1.26% 24
2022
Q1 		$1.29M Buy
23,279
+28
+0.1% +$1.33K 1.07% 24
2021
Q4 		$1.19M Sell
23,251
-1,990
-8% -$94.1K 0.95% 25
2021
Q3 		$1.07M Hold
25,241
– – 1.1% 30
2021
Q2 		$1.07M Buy
25,241
+33
+0.1% +$1.38K 1.1% 30
2021
Q1 		$933K Buy
25,208
+533
+2% +$17.8K 1.07% 28
2020
Q4 		$727K Buy
+24,675
New +$685K 0.84% 33

Other funds holding IRM

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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Future Financial Wealth Management's IRM Position: Q2 2026 in Review

Future Financial Wealth Management increased its Iron Mountain (IRM) stake by 0.04% in Q2 2026, buying an estimated $368 and bringing the position to 7,649 shares worth $953K. The position accounts for 0.59% of the portfolio, ranked #31.

Future Financial Wealth Management first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q1 2024. 514 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Future Financial Wealth Management held 7,649 shares of Iron Mountain worth $953K as of Q2 2026.
  • Future Financial Wealth Management bought 3 Iron Mountain shares in Q2 2026, an estimated $368.
  • Iron Mountain made up 0.59% of Future Financial Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Future Financial Wealth Management first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Iron Mountain position peaked at $1.59M in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.