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Ledgewood Wealth Advisors’s Iron Mountain IRM Stock Holding History

Ledgewood 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 		$481K Hold
3,806
– – 0.26% 48
2026
Q1 		$389K Hold
3,806
– – 0.22% 53
2025
Q4 		$316K Hold
3,806
– – 0.18% 57
2025
Q3 		$388K Hold
3,806
– – 0.23% 52
2025
Q2 		$390K Hold
3,806
– – 0.25% 50
2025
Q1 		$327K Hold
3,806
– – 0.21% 54
2024
Q4 		$400K Hold
3,806
– – 0.26% 49
2024
Q3 		$452K Hold
3,806
– – 0.3% 41
2024
Q2 		$341K Hold
3,806
– – 0.29% 43
2024
Q1 		$305K Hold
3,806
– – 0.28% 49
2023
Q4 		$266K Buy
+3,806
New +$239K 0.25% 49

Other funds holding IRM

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Ledgewood Wealth Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 3,806 shares worth $481K. The position accounts for 0.26% of the portfolio, ranked #48.

Ledgewood Wealth Advisors first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ledgewood Wealth Advisors held 3,806 shares of Iron Mountain worth $481K as of Q2 2026.
  • Ledgewood Wealth Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.26% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Ledgewood Wealth Advisors first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 153 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.