Premier Path Wealth Partners
IRM icon

Premier Path Wealth Partners’s Iron Mountain IRM Stock Holding History

Premier Path Wealth Partners’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 		$298K Sell
2,684
-12
-0.4% -$1.44K 0.03% 325
2026
Q2 		$341K Buy
2,696
+2
+0.1% +$245 0.04% 337
2026
Q1 		$275K Sell
2,694
-120
-4% -$11.9K 0.04% 360
2025
Q4 		$233K Sell
2,814
-44
-2% -$4.12K 0.03% 370
2025
Q3 		$291K Sell
2,858
-29
-1% -$2.79K 0.04% 337
2025
Q2 		$296K Buy
2,887
+97
+3% +$9.14K 0.04% 325
2025
Q1 		$240K Sell
2,790
-54
-2% -$5.2K 0.04% 343
2024
Q4 		$299K Buy
2,844
+106
+4% +$12.5K 0.05% 306
2024
Q3 		$325K Buy
2,738
+129
+5% +$13.8K 0.05% 288
2024
Q2 		$234K Buy
+2,609
New +$211K 0.04% 334

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

Premier Path Wealth Partners's IRM Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Iron Mountain (IRM) stake by 0.45% in Q3 2026, selling an estimated $1.44K and leaving 2,684 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #325.

Premier Path Wealth Partners first reported a position in IRM in Q2 2024 and has held it in 10 quarters since. The position peaked at $341K in Q2 2026. 262 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Premier Path Wealth Partners held 2,684 shares of Iron Mountain worth $298K as of Q3 2026.
  • Premier Path Wealth Partners sold 12 Iron Mountain shares in Q3 2026, an estimated $1.44K.
  • Iron Mountain made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #325 holding.
  • Premier Path Wealth Partners first reported a position in Iron Mountain in Q2 2024 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's Iron Mountain position peaked at $341K in Q2 2026.
  • 262 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.