Mission Wealth Management’s Iron Mountain IRM Stock Holding History

Mission Wealth Management’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	$588K	Buy	4,657 +1,709	+58%	+$210K	0.01%	630
2026 Q1	$301K	Buy	2,948 +162	+6%	+$16.1K	0.01%	607
2025 Q4	$231K	Sell	2,786 -469	-14%	-$43.9K	﹤0.01%	659
2025 Q3	$332K	Buy	3,255 +15	+0.5%	+$1.45K	0.01%	581
2025 Q2	$332K	Sell	3,240 -201	-6%	-$18.9K	0.01%	564
2025 Q1	$296K	Sell	3,441 -4	-0.1%	-$385	0.01%	554
2024 Q4	$362K	Sell	3,445 -36	-1%	-$4.23K	0.01%	511
2024 Q3	$414K	Buy	3,481 +1,110	+47%	+$119K	0.01%	467
2024 Q2	$212K	Buy	+2,371	New	+$192K	0.01%	600

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mission Wealth Management's IRM Position: Q2 2026 in Review

Mission Wealth Management increased its Iron Mountain (IRM) stake by 58% in Q2 2026, buying an estimated $210K and bringing the position to 4,657 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #630.

Mission Wealth Management first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Mission Wealth Management held 4,657 shares of Iron Mountain worth $588K as of Q2 2026.
Mission Wealth Management bought 1,709 Iron Mountain shares in Q2 2026, an estimated $210K.
Iron Mountain made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #630 holding.
Mission Wealth Management first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
224 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.