Redhawk Wealth Advisors
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Redhawk Wealth Advisors’s Iron Mountain IRM Stock Holding History

Redhawk 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
Q3 		$1.01M Sell
9,134
-258
-3% -$30.9K 0.1% 165
2026
Q2 		$1.19M Buy
9,392
+48
+0.5% +$5.88K 0.12% 162
2026
Q1 		$954K Sell
9,344
-96
-1% -$9.6K 0.11% 172
2025
Q4 		$783K Sell
9,440
-2,272
-19% -$213K 0.09% 185
2025
Q3 		$1.19M Sell
11,712
-1,374
-10% -$132K 0.14% 142
2025
Q2 		$1.34M Sell
13,086
-288
-2% -$27.1K 0.17% 119
2025
Q1 		$1.15M Sell
13,374
-962
-7% -$92.7K 0.15% 116
2024
Q4 		$1.51M Sell
14,336
-1,568
-10% -$184K 0.2% 96
2024
Q3 		$1.89M Buy
15,904
+1,962
+14% +$210K 0.27% 85
2024
Q2 		$1.25M Buy
13,942
+640
+5% +$51.8K 0.19% 105
2024
Q1 		$1.07M Buy
13,302
+1,150
+9% +$83.2K 0.17% 116
2023
Q4 		$850K Buy
12,152
+2,019
+20% +$127K 0.17% 115
2023
Q3 		$602K Buy
10,133
+680
+7% +$41.6K 0.2% 110
2023
Q2 		$537K Buy
9,453
+1,981
+27% +$108K 0.16% 119
2023
Q1 		$395K Sell
7,472
-695
-9% -$36.4K 0.13% 127
2022
Q4 		$407K Sell
8,167
-2,681
-25% -$135K 0.16% 125
2022
Q3 		$477K Buy
10,848
+1,747
+19% +$88.2K 0.2% 107
2022
Q2 		$443K Sell
9,101
-1,765
-16% -$92.9K 0.2% 115
2022
Q1 		$602K Buy
10,866
+973
+10% +$46.3K 0.16% 103
2021
Q4 		$518K Buy
+9,893
New +$468K 0.13% 112

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Redhawk Wealth Advisors's IRM Position: Q3 2026 in Review

Redhawk Wealth Advisors reduced its Iron Mountain (IRM) stake by 2.7% in Q3 2026, selling an estimated $30.9K and leaving 9,134 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #165.

Redhawk Wealth Advisors first reported a position in IRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.89M in Q3 2024. 732 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Redhawk Wealth Advisors held 9,134 shares of Iron Mountain worth $1.01M as of Q3 2026.
  • Redhawk Wealth Advisors sold 258 Iron Mountain shares in Q3 2026, an estimated $30.9K.
  • Iron Mountain made up 0.1% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #165 holding.
  • Redhawk Wealth Advisors first reported a position in Iron Mountain in Q4 2021 and has held it in 20 quarters since.
  • Redhawk Wealth Advisors's Iron Mountain position peaked at $1.89M in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.