JWCA
IRM icon

J.W. Cole Advisors’s Iron Mountain IRM Stock Holding History

J.W. Cole 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 		$3.6M Sell
28,494
-956
-3% -$117K 0.06% 321
2026
Q1 		$3.01M Sell
29,450
-1,407
-5% -$140K 0.1% 176
2025
Q4 		$1.36M Sell
30,857
-2,739
-8% -$256K 0.03% 537
2025
Q3 		$3.42M Buy
33,596
+11,893
+55% +$1.15M 0.07% 286
2025
Q2 		$2.23M Buy
21,703
+7,340
+51% +$692K 0.05% 381
2025
Q1 		$1.24M Buy
14,363
+5,684
+65% +$548K 0.04% 472
2024
Q4 		$912K Sell
8,679
-887
-9% -$104K 0.04% 439
2024
Q3 		$1.14M Buy
9,566
+2,590
+37% +$277K 0.05% 361
2024
Q2 		$625K Buy
6,976
+126
+2% +$10.2K 0.03% 465
2024
Q1 		$549K Buy
6,850
+106
+2% +$7.67K 0.03% 509
2023
Q4 		$472K Buy
6,744
+315
+5% +$19.8K 0.03% 505
2023
Q3 		$382K Buy
6,429
+177
+3% +$10.8K 0.03% 493
2023
Q2 		$355K Sell
6,252
-325
-5% -$17.8K 0.03% 527
2023
Q1 		$348K Sell
6,577
-120
-2% -$6.29K 0.02% 555
2022
Q4 		$334K Buy
6,697
+72
+1% +$3.63K 0.03% 521
2022
Q3 		$291K Buy
6,625
+117
+2% +$5.91K 0.02% 547
2022
Q2 		$317K Sell
6,508
-564
-8% -$29.7K 0.03% 533
2022
Q1 		$392K Buy
7,072
+1,190
+20% +$56.7K 0.03% 532
2021
Q4 		$308K Buy
5,882
+24
+0.4% +$1.13K 0.02% 641
2021
Q3 		$255K Buy
5,858
+393
+7% +$17.7K 0.02% 391
2021
Q2 		$231K Buy
+5,465
New +$229K 0.02% 657
2020
Q4 		– Sell
-17,168
Closed -$460K – 758
2020
Q3 		$460K Buy
+17,168
New +$489K 0.04% 431

Other funds holding IRM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
TA
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
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

J.W. Cole Advisors's IRM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Iron Mountain (IRM) stake by 3.2% in Q2 2026, selling an estimated $117K and leaving 28,494 shares worth $3.6M. The position accounts for 0.06% of the portfolio, ranked #321.

J.W. Cole Advisors first reported a position in IRM in Q3 2020 and has held it in 22 quarters since. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • J.W. Cole Advisors held 28,494 shares of Iron Mountain worth $3.6M as of Q2 2026.
  • J.W. Cole Advisors sold 956 Iron Mountain shares in Q2 2026, an estimated $117K.
  • Iron Mountain made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #321 holding.
  • J.W. Cole Advisors first reported a position in Iron Mountain in Q3 2020 and has held it in 22 quarters since.
  • 295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.