Pathway Financial Advisers’s Iron Mountain IRM Stock Holding History

Pathway Financial Advisers’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	$435K	Buy	3,447 +10	+0.3%	+$1.23K	0.11%	137
2026 Q1	$351K	Sell	3,437 -211	-6%	-$21K	0.1%	136
2025 Q4	$303K	Sell	3,648 -306	-8%	-$28.6K	0.09%	141
2025 Q3	$403K	Sell	3,954 -6,199	-61%	-$597K	0.12%	133
2025 Q2	$1.04M	Sell	10,153 -221	-2%	-$20.8K	0.34%	93
2025 Q1	$893K	Sell	10,374 -2,245	-18%	-$216K	0.31%	97
2024 Q4	$1.33M	Sell	12,619 -106	-0.8%	-$12.5K	0.44%	70
2024 Q3	$1.51M	Sell	12,725 -2,841	-18%	-$304K	0.68%	45
2024 Q2	$1.39M	Sell	15,566 -8	-0.1%	-$647	0.5%	68
2024 Q1	$1.25M	Sell	15,574 -3,754	-19%	-$272K	0.45%	72
2023 Q4	$1.35M	Sell	19,328 -48	-0.2%	-$3.01K	0.51%	69
2023 Q3	$1.15M	Buy	+19,376	New	+$1.18M	0.48%	69
2023 Q1	$1.01M	Buy	19,162 +708	+4%	+$37.1K	0.41%	76
2022 Q4	$920K	Buy	+18,454	New	+$932K	0.37%	79

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Pathway Financial Advisers's IRM Position: Q2 2026 in Review

Pathway Financial Advisers increased its Iron Mountain (IRM) stake by 0.29% in Q2 2026, buying an estimated $1.23K and bringing the position to 3,447 shares worth $435K. The position accounts for 0.11% of the portfolio, ranked #137.

Pathway Financial Advisers first reported a position in IRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.51M in Q3 2024. 450 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Pathway Financial Advisers held 3,447 shares of Iron Mountain worth $435K as of Q2 2026.
Pathway Financial Advisers bought 10 Iron Mountain shares in Q2 2026, an estimated $1.23K.
Iron Mountain made up 0.11% of Pathway Financial Advisers's portfolio in Q2 2026, its #137 holding.
Pathway Financial Advisers first reported a position in Iron Mountain in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's Iron Mountain position peaked at $1.51M in Q3 2024.
450 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.