Raffa Wealth Management’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 | $5.43K | Buy |
43
+6
| +16% | +$736 | ﹤0.01% | 574 |
|
|
2026
Q1 | $3.78K | Hold |
37
| – | – | ﹤0.01% | 599 |
|
|
2025
Q4 | $3.07K | Hold |
37
| – | – | ﹤0.01% | 628 |
|
|
2025
Q3 | $3.77K | Buy |
37
+6
| +19% | +$578 | ﹤0.01% | 545 |
|
|
2025
Q2 | $3.18K | Hold |
31
| – | – | ﹤0.01% | 592 |
|
|
2025
Q1 | $2.67K | Sell |
31
-125
| -80% | -$12K | ﹤0.01% | 565 |
|
|
2024
Q4 | $16.4K | Buy |
156
+117
| +300% | +$13.7K | ﹤0.01% | 253 |
|
|
2024
Q3 | $4.63K | Hold |
39
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $3.5K | Hold |
39
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $3.13K | Hold |
39
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $2.73K | Hold |
39
| – | – | ﹤0.01% | 525 |
|
|
2023
Q3 | $2.32K | Hold |
39
| – | – | ﹤0.01% | 541 |
|
|
2023
Q2 | $2.22K | Hold |
39
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $2.06K | Hold |
39
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $1.94K | Hold |
39
| – | – | ﹤0.01% | 601 |
|
|
2022
Q3 | $1.72K | Sell |
39
-22
| -36% | -$1.11K | ﹤0.01% | 643 |
|
|
2022
Q2 | $2.97K | Buy |
61
+22
| +56% | +$1.16K | ﹤0.01% | 510 |
|
|
2022
Q1 | $2.16K | Hold |
39
| – | – | ﹤0.01% | 623 |
|
|
2021
Q4 | $2.04K | Sell |
39
-4
| -9% | -$189 | ﹤0.01% | 652 |
|
|
2021
Q3 | $1.87K | Buy |
43
+4
| +10% | +$180 | ﹤0.01% | 633 |
|
|
2021
Q2 | $1.65K | Sell |
39
-502
| -93% | -$21.1K | ﹤0.01% | 680 |
|
|
2021
Q1 | $20K | Buy |
541
+518
| +2,252% | +$17.3K | 0.01% | 195 |
|
|
2020
Q4 | $678 | Hold |
23
| – | – | ﹤0.01% | 817 |
|
|
2020
Q3 | $616 | Hold |
23
| – | – | ﹤0.01% | 771 |
|
|
2020
Q2 | $600 | Hold |
23
| – | – | ﹤0.01% | 781 |
|
|
2020
Q1 | $547 | Hold |
23
| – | – | ﹤0.01% | 738 |
|
|
2019
Q4 | $733 | Sell |
23
-2,142
| -99% | -$70.2K | ﹤0.01% | 690 |
|
|
2019
Q3 | $70.1K | Buy |
+2,165
| New | +$68K | 0.03% | 109 |
|
|
2019
Q2 | – | Sell |
-3,165
| Closed | -$112K | – | 1050 |
|
|
2019
Q1 | $112K | Buy |
3,165
+1,071
| +51% | +$37.8K | 0.05% | 80 |
|
|
2018
Q4 | $67.9K | Sell |
2,094
-1,393
| -40% | -$45.7K | 0.03% | 112 |
|
|
2018
Q3 | $120K | Buy |
3,487
+1,071
| +44% | +$38.2K | 0.04% | 98 |
|
|
2018
Q2 | $84.6K | Buy |
2,416
+2,393
| +10,404% | +$80.8K | 0.03% | 97 |
|
|
2018
Q1 | $756 | Buy |
+23
| New | +$775 | ﹤0.01% | 693 |
|
Other funds holding IRM
Raffa Wealth Management's IRM Position: Q2 2026 in Review
Raffa Wealth Management increased its Iron Mountain (IRM) stake by 16% in Q2 2026, buying an estimated $736 and bringing the position to 43 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #574.
Raffa Wealth Management first reported a position in IRM in Q1 2018 and has held it in 33 quarters since. The position peaked at $120K in Q3 2018. 1,109 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- Raffa Wealth Management held 43 shares of Iron Mountain worth $5.43K as of Q2 2026.
- Raffa Wealth Management bought 6 Iron Mountain shares in Q2 2026, an estimated $736.
- Iron Mountain made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #574 holding.
- Raffa Wealth Management first reported a position in Iron Mountain in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's Iron Mountain position peaked at $120K in Q3 2018.
- 1,109 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.