RMR Wealth Builders
IRM icon

RMR Wealth Builders’s Iron Mountain IRM Stock Holding History

RMR Wealth Builders’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 		– Sell
-1,814
Closed -$229K – 321
2026
Q2 		$229K Buy
+1,814
New +$222K 0.01% 288
2025
Q4 		– Sell
-3,730
Closed -$380K – 285
2025
Q3 		$380K Buy
3,730
+80
+2% +$7.71K 0.03% 203
2025
Q2 		$377K Hold
3,650
– – 0.03% 192
2025
Q1 		$317K Sell
3,650
-102
-3% -$9.8K 0.03% 197
2024
Q4 		$394K Sell
3,752
-139
-4% -$16.3K 0.04% 177
2024
Q3 		$465K Sell
3,891
-253
-6% -$27.1K 0.05% 160
2024
Q2 		$371K Sell
4,144
-542
-12% -$43.9K 0.04% 180
2024
Q1 		$377K Buy
+4,686
New +$339K 0.05% 179

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

RMR Wealth Builders's IRM Position: Q3 2026 in Review

RMR Wealth Builders sold out of Iron Mountain (IRM) in Q3 2026, closing a stake of 1,814 shares — an estimated $229K sold.

RMR Wealth Builders first reported a position in IRM in Q1 2024 and held it in 8 quarters. The position peaked at $465K in Q3 2024. 699 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • RMR Wealth Builders reported no remaining Iron Mountain position as of Q3 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 1,814 Iron Mountain shares in Q3 2026, an estimated $229K.
  • RMR Wealth Builders first reported a position in Iron Mountain in Q1 2024 and held it in 8 quarters.
  • RMR Wealth Builders's Iron Mountain position peaked at $465K in Q3 2024.
  • 699 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.