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GoalVest Advisory’s Iron Mountain IRM Stock Holding History

GoalVest Advisory’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 		$5.77K Buy
+52
New +$6.23K ﹤0.01% 539
2025
Q2 		– Sell
-4
Closed -$344 – 449
2025
Q1 		$344 Buy
+4
New +$385 ﹤0.01% 395
2022
Q2 		– Sell
-6
Closed – – 423
2022
Q1 		$0 Buy
+6
New +$286 ﹤0.01% 441

Other funds holding IRM

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GoalVest Advisory's IRM Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Iron Mountain (IRM) in Q3 2026: 52 shares worth $5.77K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in IRM as recently as Q1 2025.

GoalVest Advisory first reported a position in IRM in Q1 2022 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • GoalVest Advisory held 52 shares of Iron Mountain worth $5.77K as of Q3 2026.
  • Iron Mountain was a new GoalVest Advisory position in Q3 2026.
  • Iron Mountain made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #539 holding.
  • GoalVest Advisory first reported a position in Iron Mountain in Q1 2022 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.