Portside Wealth Group
IRM icon

Portside Wealth Group’s Iron Mountain IRM Stock Holding History

Portside 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
Q3 		$223K Buy
2,013
+321
+19% +$38.5K 0.02% 486
2026
Q2 		$214K Buy
+1,692
New +$207K 0.02% 477

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

Portside Wealth Group's IRM Position: Q3 2026 in Review

Portside Wealth Group increased its Iron Mountain (IRM) stake by 19% in Q3 2026, buying an estimated $38.5K and bringing the position to 2,013 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #486.

Portside Wealth Group first reported a position in IRM in Q2 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Portside Wealth Group held 2,013 shares of Iron Mountain worth $223K as of Q3 2026.
  • Portside Wealth Group bought 321 Iron Mountain shares in Q3 2026, an estimated $38.5K.
  • Iron Mountain made up 0.02% of Portside Wealth Group's portfolio in Q3 2026, its #486 holding.
  • Portside Wealth Group first reported a position in Iron Mountain in Q2 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.