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TCI Wealth Advisors’s Iron Mountain IRM Stock Holding History

TCI 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
Q2 		$333K Sell
2,635
-121
-4% -$14.8K 0.01% 194
2026
Q1 		$282K Buy
2,756
+44
+2% +$4.38K 0.01% 196
2025
Q4 		$225K Buy
+2,712
New +$254K 0.01% 222
2023
Q2 		– Sell
-945
Closed -$50K – 1189
2023
Q1 		$50K Hold
945
– – 0.01% 433
2022
Q4 		$47.1K Hold
945
– – 0.01% 430
2022
Q3 		$42K Hold
945
– – 0.01% 415
2022
Q2 		$46K Hold
945
– – 0.01% 390
2022
Q1 		$52K Buy
945
+53
+6% +$2.52K 0.01% 402
2021
Q4 		$47K Buy
892
+8
+0.9% +$378 0.01% 430
2021
Q3 		$38K Buy
884
+726
+459% +$32.7K 0.01% 491
2021
Q2 		$7K Hold
158
– – ﹤0.01% 1215
2021
Q1 		$6K Hold
158
– – ﹤0.01% 1150
2020
Q4 		$5K Sell
158
-141
-47% -$3.91K ﹤0.01% 877
2020
Q3 		$8K Buy
+299
New +$8.51K ﹤0.01% 633
2020
Q2 		– Sell
-62
Closed -$1K – 1555
2020
Q1 		$1K Buy
62
+44
+244% +$1.33K ﹤0.01% 1263
2019
Q4 		$1K Sell
18
-127
-88% -$4.16K ﹤0.01% 1360
2019
Q3 		$5K Buy
+145
New +$4.55K ﹤0.01% 808
2019
Q2 		– Sell
-44
Closed -$2K – 1485
2019
Q1 		$2K Sell
44
-2
-4% -$71 ﹤0.01% 1038
2018
Q4 		$1K Buy
+46
New +$1.51K ﹤0.01% 1238

Other funds holding IRM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

TCI Wealth Advisors's IRM Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Iron Mountain (IRM) stake by 4.4% in Q2 2026, selling an estimated $14.8K and leaving 2,635 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #194.

TCI Wealth Advisors first reported a position in IRM in Q4 2018 and has held it in 19 quarters since. 450 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • TCI Wealth Advisors held 2,635 shares of Iron Mountain worth $333K as of Q2 2026.
  • TCI Wealth Advisors sold 121 Iron Mountain shares in Q2 2026, an estimated $14.8K.
  • Iron Mountain made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • TCI Wealth Advisors first reported a position in Iron Mountain in Q4 2018 and has held it in 19 quarters since.
  • 450 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.