Portus Wealth Advisors’s Iron Mountain IRM Stock Holding History

Portus Wealth Advisors’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	–	Sell	-10	Closed	-$1.02K	–	284
2026 Q1	$1.02K	Buy	+10	New	+$995	﹤0.01%	392

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Portus Wealth Advisors's IRM Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 10 shares — an estimated $1.02K sold.

Portus Wealth Advisors first reported a position in IRM in Q1 2026 and held it in 1 quarter. The position peaked at $1.02K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Portus Wealth Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 Iron Mountain shares in Q2 2026, an estimated $1.02K.
Portus Wealth Advisors first reported a position in Iron Mountain in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Iron Mountain position peaked at $1.02K in Q1 2026.
1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.