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JFS Wealth Advisors’s Iron Mountain IRM Stock Holding History

JFS 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 		$98.9K Buy
783
+62
+9% +$7.6K ﹤0.01% 433
2026
Q1 		$73.6K Sell
721
-33
-4% -$3.28K ﹤0.01% 450
2025
Q4 		$62.6K Buy
754
+27
+4% +$2.53K ﹤0.01% 474
2025
Q3 		$74.1K Sell
727
-220
-23% -$21.2K ﹤0.01% 444
2025
Q2 		$97.1K Hold
947
– – 0.01% 374
2025
Q1 		$81.5K Sell
947
-9
-0.9% -$867 0.01% 393
2024
Q4 		$100K Hold
956
– – 0.01% 361
2024
Q3 		$114K Hold
956
– – 0.01% 350
2024
Q2 		$85.7K Sell
956
-3
-0.3% -$243 0.01% 331
2024
Q1 		$76.9K Buy
959
+721
+303% +$52.2K 0.01% 363
2023
Q4 		$16.7K Buy
238
+18
+8% +$1.13K ﹤0.01% 631
2023
Q3 		$13.1K Hold
220
– – ﹤0.01% 639
2023
Q2 		$12.5K Hold
220
– – ﹤0.01% 662
2023
Q1 		$11.6K Hold
220
– – ﹤0.01% 668
2022
Q4 		$11K Hold
220
– – ﹤0.01% 674
2022
Q3 		$10K Sell
220
-150
-41% -$7.58K ﹤0.01% 726
2022
Q2 		$18K Hold
370
– – ﹤0.01% 609
2022
Q1 		$21K Buy
370
+150
+68% +$7.14K ﹤0.01% 593
2021
Q4 		$12K Hold
220
– – ﹤0.01% 662
2021
Q3 		$10K Hold
220
– – ﹤0.01% 637
2021
Q2 		$9K Hold
220
– – ﹤0.01% 454
2021
Q1 		$8K Hold
220
– – ﹤0.01% 436
2020
Q4 		$6K Buy
+220
New +$6.1K ﹤0.01% 451

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JFS Wealth Advisors increased its Iron Mountain (IRM) stake by 8.6% in Q2 2026, buying an estimated $7.6K and bringing the position to 783 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

JFS Wealth Advisors first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $114K in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • JFS Wealth Advisors held 783 shares of Iron Mountain worth $98.9K as of Q2 2026.
  • JFS Wealth Advisors bought 62 Iron Mountain shares in Q2 2026, an estimated $7.6K.
  • Iron Mountain made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #433 holding.
  • JFS Wealth Advisors first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Iron Mountain position peaked at $114K in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.