Onyx Bridge Wealth Group’s Iron Mountain IRM Stock Holding History

Onyx Bridge Wealth Group’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	$387K	Buy	3,061 +81	+3%	+$9.93K	0.03%	275
2026 Q1	$305K	Buy	2,980 +25	+0.8%	+$2.49K	0.03%	289
2025 Q4	$246K	Sell	2,955 -93	-3%	-$8.7K	0.03%	309
2025 Q3	$311K	Buy	3,048 +62	+2%	+$5.97K	0.03%	279
2025 Q2	$307K	Sell	2,986 -534	-15%	-$50.3K	0.04%	229
2025 Q1	$303K	Sell	3,520 -141	-4%	-$13.6K	0.04%	212
2024 Q4	$385K	Buy	3,661 +17	+0.5%	+$2K	0.06%	182
2024 Q3	$433K	Sell	3,644 -234	-6%	-$25K	0.07%	174
2024 Q2	$348K	Hold	3,878	–	–	0.06%	189
2024 Q1	$301K	Buy	3,878 +40	+1%	+$2.9K	0.05%	193
2023 Q4	$269K	Buy	3,838 +26	+0.7%	+$1.63K	0.05%	203
2023 Q3	$227K	Buy	3,812 +43	+1%	+$2.63K	0.05%	201
2023 Q2	$214K	Sell	3,769 -48	-1%	-$2.63K	0.05%	210
2023 Q1	$202K	Buy	+3,817	New	+$200K	0.08%	162

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

Onyx Bridge Wealth Group's IRM Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Iron Mountain (IRM) stake by 2.7% in Q2 2026, buying an estimated $9.93K and bringing the position to 3,061 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #275.

Onyx Bridge Wealth Group first reported a position in IRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $433K in Q3 2024. 328 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Onyx Bridge Wealth Group held 3,061 shares of Iron Mountain worth $387K as of Q2 2026.
Onyx Bridge Wealth Group bought 81 Iron Mountain shares in Q2 2026, an estimated $9.93K.
Iron Mountain made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #275 holding.
Onyx Bridge Wealth Group first reported a position in Iron Mountain in Q1 2023 and has held it in 14 quarters since.
Onyx Bridge Wealth Group's Iron Mountain position peaked at $433K in Q3 2024.
328 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.