HHM Wealth Advisors’s Iron Mountain IRM Stock Holding History

HHM 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 Q2	$156K	Sell	1,234 -10	-0.8%	-$1.23K	0.02%	236
2026 Q1	$127K	Hold	1,244	–	–	0.01%	237
2025 Q4	$103K	Sell	1,244 -100	-7%	-$9.36K	0.01%	267
2025 Q3	$137K	Sell	1,344 -100	-7%	-$9.63K	0.02%	245
2025 Q2	$148K	Sell	1,444 -18	-1%	-$1.7K	0.02%	241
2025 Q1	$126K	Sell	1,462 -9	-0.6%	-$867	0.02%	240
2024 Q4	$155K	Buy	1,471 +9	+0.6%	+$1.06K	0.02%	212
2024 Q3	$174K	Buy	1,462 +199	+16%	+$21.3K	0.02%	191
2024 Q2	$113K	Buy	1,263 +1,079	+586%	+$87.3K	0.02%	228
2024 Q1	$14.8K	Hold	184	–	–	﹤0.01%	463
2023 Q4	$12.9K	Hold	184	–	–	﹤0.01%	479
2023 Q3	$10.9K	Hold	184	–	–	﹤0.01%	491
2023 Q2	$10.5K	Hold	184	–	–	﹤0.01%	521
2023 Q1	$9.74K	Buy	184 +46	+33%	+$2.41K	﹤0.01%	534
2022 Q4	$6.88K	Hold	138	–	–	﹤0.01%	499
2022 Q3	$6K	Sell	138 -62	-31%	-$3.13K	﹤0.01%	506
2022 Q2	$10K	Buy	+200	New	+$10.5K	﹤0.01%	540

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

HHM Wealth Advisors's IRM Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Iron Mountain (IRM) stake by 0.8% in Q2 2026, selling an estimated $1.23K and leaving 1,234 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #236.

HHM Wealth Advisors first reported a position in IRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $174K in Q3 2024. 320 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

HHM Wealth Advisors held 1,234 shares of Iron Mountain worth $156K as of Q2 2026.
HHM Wealth Advisors sold 10 Iron Mountain shares in Q2 2026, an estimated $1.23K.
Iron Mountain made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #236 holding.
HHM Wealth Advisors first reported a position in Iron Mountain in Q2 2022 and has held it in 17 quarters since.
HHM Wealth Advisors's Iron Mountain position peaked at $174K in Q3 2024.
320 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.