Morton Brown Family Wealth’s Iron Mountain IRM Stock Holding History

Morton Brown Family Wealth’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	$632	Buy	+5	New	+$613	﹤0.01%	346

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Morton Brown Family Wealth's IRM Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Iron Mountain (IRM) in Q2 2026: 5 shares worth $632. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings.

295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Morton Brown Family Wealth held 5 shares of Iron Mountain worth $632 as of Q2 2026.
Iron Mountain was a new Morton Brown Family Wealth position in Q2 2026.
Iron Mountain made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #346 holding.
295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.