SWM
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Segment Wealth Management’s Iron Mountain IRM Stock Holding History

Segment Wealth Management’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 		$320K Hold
2,534
– – 0.02% 266
2026
Q1 		$259K Hold
2,534
– – 0.02% 273
2025
Q4 		$210K Hold
2,534
– – 0.01% 307
2025
Q3 		$258K Hold
2,534
– – 0.02% 258
2025
Q2 		$260K Sell
2,534
-44
-2% -$4.15K 0.02% 259
2025
Q1 		$222K Sell
2,578
-22
-0.8% -$2.12K 0.02% 267
2024
Q4 		$273K Hold
2,600
– – 0.02% 231
2024
Q3 		$309K Hold
2,600
– – 0.02% 218
2024
Q2 		$233K Hold
2,600
– – 0.02% 241
2024
Q1 		$209K Buy
+2,600
New +$188K 0.02% 247

Other funds holding IRM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
Handelsbanken Fonder
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
TA
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Segment Wealth Management's IRM Position: Q2 2026 in Review

Segment Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 2,534 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #266.

Segment Wealth Management first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 204 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Segment Wealth Management held 2,534 shares of Iron Mountain worth $320K as of Q2 2026.
  • Segment Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Segment Wealth Management first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 204 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.