Perigon Wealth Management
IRM icon

Perigon Wealth Management’s Iron Mountain IRM Stock Holding History

Perigon 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
Q3 		$452K Sell
4,077
-199
-5% -$23.8K 0.01% 949
2026
Q2 		$540K Buy
4,276
+528
+14% +$64.7K 0.01% 855
2026
Q1 		$383K Buy
3,748
+451
+14% +$44.9K 0.01% 922
2025
Q4 		$273K Sell
3,297
-56
-2% -$5.24K ﹤0.01% 1060
2025
Q3 		$342K Sell
3,353
-47
-1% -$4.53K 0.01% 895
2025
Q2 		$349K Sell
3,400
-328
-9% -$30.9K 0.01% 796
2025
Q1 		$321K Sell
3,728
-356
-9% -$34.3K 0.01% 784
2024
Q4 		$450K Sell
4,084
-254
-6% -$29.8K 0.01% 669
2024
Q3 		$516K Buy
4,338
+160
+4% +$17.1K 0.01% 612
2024
Q2 		$374K Sell
4,178
-193
-4% -$15.6K 0.01% 617
2024
Q1 		$351K Buy
4,371
+445
+11% +$32.2K 0.01% 630
2023
Q4 		$275K Buy
3,926
+406
+12% +$25.5K 0.01% 683
2023
Q3 		$209K Buy
+3,520
New +$215K 0.01% 721
2023
Q2 		– Sell
-4,227
Closed -$224K – 796
2023
Q1 		$224K Sell
4,227
-350
-8% -$18.3K 0.01% 643
2022
Q4 		$228K Sell
4,577
-8,151
-64% -$411K 0.01% 618
2022
Q3 		$560K Buy
+12,728
New +$643K 0.05% 305
2021
Q1 		– Sell
-1,444
Closed -$43K – 762
2020
Q4 		$43K Buy
+1,444
New +$40.1K 0.01% 792

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Perigon Wealth Management's IRM Position: Q3 2026 in Review

Perigon Wealth Management reduced its Iron Mountain (IRM) stake by 4.7% in Q3 2026, selling an estimated $23.8K and leaving 4,077 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #949.

Perigon Wealth Management first reported a position in IRM in Q4 2020 and has held it in 17 quarters since. The position peaked at $560K in Q3 2022. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Perigon Wealth Management held 4,077 shares of Iron Mountain worth $452K as of Q3 2026.
  • Perigon Wealth Management sold 199 Iron Mountain shares in Q3 2026, an estimated $23.8K.
  • Iron Mountain made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #949 holding.
  • Perigon Wealth Management first reported a position in Iron Mountain in Q4 2020 and has held it in 17 quarters since.
  • Perigon Wealth Management's Iron Mountain position peaked at $560K in Q3 2022.
  • 287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.