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 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%	-$9.83K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RMR Wealth Builders's IRM Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Iron Mountain (IRM) in Q2 2026: 1,814 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in IRM as recently as Q3 2025.

RMR Wealth Builders first reported a position in IRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $465K in Q3 2024. 311 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

RMR Wealth Builders held 1,814 shares of Iron Mountain worth $229K as of Q2 2026.
Iron Mountain was a new RMR Wealth Builders position in Q2 2026.
Iron Mountain made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #288 holding.
RMR Wealth Builders first reported a position in Iron Mountain in Q1 2024 and has held it in 8 quarters since.
RMR Wealth Builders's Iron Mountain position peaked at $465K in Q3 2024.
311 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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