IBEX Wealth Advisors
IRM icon

IBEX Wealth Advisors’s Iron Mountain IRM Stock Holding History

IBEX 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 		– Sell
-2,178
Closed -$275K – 226
2026
Q2 		$275K Hold
2,178
– – 0.02% 191
2026
Q1 		$222K Buy
+2,178
New +$217K 0.02% 197
2025
Q1 		– Sell
-7,908
Closed -$831K – 164
2024
Q4 		$831K Buy
+7,908
New +$929K 0.1% 125
2024
Q3 		– Sell
-7,111
Closed -$637K – 172
2024
Q2 		$637K Buy
+7,111
New +$576K 0.1% 86
2024
Q1 		– Sell
-7,000
Closed -$496K – 132
2023
Q4 		$496K Sell
7,000
-448
-6% -$28.1K 0.11% 83
2023
Q3 		$443K Buy
+7,448
New +$455K 0.11% 86

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

IBEX Wealth Advisors's IRM Position: Q3 2026 in Review

IBEX Wealth Advisors sold out of Iron Mountain (IRM) in Q3 2026, closing a stake of 2,178 shares — an estimated $275K sold.

IBEX Wealth Advisors first reported a position in IRM in Q3 2023 and held it in 6 quarters. The position peaked at $831K in Q4 2024. 731 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • IBEX Wealth Advisors reported no remaining Iron Mountain position as of Q3 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,178 Iron Mountain shares in Q3 2026, an estimated $275K.
  • IBEX Wealth Advisors first reported a position in Iron Mountain in Q3 2023 and held it in 6 quarters.
  • IBEX Wealth Advisors's Iron Mountain position peaked at $831K in Q4 2024.
  • 731 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.