Meriwether Wealth & Planning’s Iron Mountain IRM Stock Holding History

Meriwether Wealth & Planning’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	$33.8K	Buy	+305	New	+$36.5K	0.02%	300

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Meriwether Wealth & Planning's IRM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Iron Mountain (IRM) in Q3 2026: 305 shares worth $33.8K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings.

402 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Meriwether Wealth & Planning held 305 shares of Iron Mountain worth $33.8K as of Q3 2026.
Iron Mountain was a new Meriwether Wealth & Planning position in Q3 2026.
Iron Mountain made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #300 holding.
402 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.