Provenance Wealth Advisors’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$758 Buy
+6
New +$736 ﹤0.01% 533
2025
Q3
Sell
-189
Closed -$19.4K 442
2025
Q2
$19.4K Hold
189
﹤0.01% 271
2025
Q1
$16.3K Buy
+189
New +$18.2K ﹤0.01% 292

Other funds holding IRM

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

Provenance Wealth Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 6 shares worth $758. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in IRM as recently as Q2 2025.

Provenance Wealth Advisors first reported a position in IRM in Q1 2025 and has held it in 3 quarters since. The position peaked at $19.4K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Provenance Wealth Advisors held 6 shares of Iron Mountain worth $758 as of Q2 2026.
  • Iron Mountain was a new Provenance Wealth Advisors position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #533 holding.
  • Provenance Wealth Advisors first reported a position in Iron Mountain in Q1 2025 and has held it in 3 quarters since.
  • Provenance Wealth Advisors's Iron Mountain position peaked at $19.4K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.