Lee Financial
IRM icon

Lee Financial’s Iron Mountain IRM Stock Holding History

Lee Financial’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 		$770K Sell
6,942
-18
-0.3% -$2.16K 0.1% 91
2026
Q2 		$879K Buy
+6,960
New +$853K 0.11% 86
2022
Q3 		– Sell
-565
Closed -$28K – 909
2022
Q2 		$28K Buy
565
+30
+6% +$1.58K 0.01% 296
2022
Q1 		$30K Buy
535
+35
+7% +$1.67K 0.01% 286
2021
Q4 		$26K Sell
500
-150
-23% -$7.09K ﹤0.01% 327
2021
Q3 		$28K Buy
650
+500
+333% +$22.5K 0.01% 291
2021
Q2 		$6K Buy
+150
New +$6.29K ﹤0.01% 451

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Lee Financial's IRM Position: Q3 2026 in Review

Lee Financial reduced its Iron Mountain (IRM) stake by 0.26% in Q3 2026, selling an estimated $2.16K and leaving 6,942 shares worth $770K. The position accounts for 0.1% of the portfolio, ranked #91.

Lee Financial first reported a position in IRM in Q2 2021 and has held it in 7 quarters since. The position peaked at $879K in Q2 2026. 262 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Lee Financial held 6,942 shares of Iron Mountain worth $770K as of Q3 2026.
  • Lee Financial sold 18 Iron Mountain shares in Q3 2026, an estimated $2.16K.
  • Iron Mountain made up 0.1% of Lee Financial's portfolio in Q3 2026, its #91 holding.
  • Lee Financial first reported a position in Iron Mountain in Q2 2021 and has held it in 7 quarters since.
  • Lee Financial's Iron Mountain position peaked at $879K in Q2 2026.
  • 262 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.