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Toth Financial Advisory’s Iron Mountain IRM Stock Holding History

Toth Financial Advisory’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 		$134K Sell
1,204
-25
-2% -$3K 0.01% 267
2026
Q2 		$155K Hold
1,229
– – 0.02% 253
2026
Q1 		$126K Hold
1,229
– – 0.01% 255
2025
Q4 		$102K Hold
1,229
– – 0.01% 263
2025
Q3 		$125K Hold
1,229
– – 0.01% 247
2025
Q2 		$126K Sell
1,229
-50
-4% -$4.71K 0.01% 228
2025
Q1 		$110K Sell
1,279
-75
-6% -$7.23K 0.01% 236
2024
Q4 		$142K Hold
1,354
– – 0.02% 213
2024
Q3 		$161K Sell
1,354
-343
-20% -$36.7K 0.02% 208
2024
Q2 		$152K Sell
1,697
-884
-34% -$71.5K 0.02% 213
2024
Q1 		$207K Sell
2,581
-381
-13% -$27.6K 0.03% 197
2023
Q4 		$207K Sell
2,962
-781
-21% -$49K 0.03% 204
2023
Q3 		$223K Sell
3,743
-210
-5% -$12.8K 0.03% 188
2023
Q2 		$225K Hold
3,953
– – 0.03% 188
2023
Q1 		$209K Hold
3,953
– – 0.03% 183
2022
Q4 		$197K Hold
3,953
– – 0.03% 185
2022
Q3 		$174K Sell
3,953
-700
-15% -$35.3K 0.03% 174
2022
Q2 		$227K Hold
4,653
– – 0.04% 173
2022
Q1 		$258K Sell
4,653
-459
-9% -$21.9K 0.04% 177
2021
Q4 		$268K Buy
5,112
+37
+0.7% +$1.75K 0.04% 185
2021
Q3 		$221K Buy
5,075
+37
+0.7% +$1.67K 0.03% 193
2021
Q2 		$213K Buy
5,038
+72
+1% +$3.02K 0.03% 174
2021
Q1 		$184K Buy
4,966
+1,510
+44% +$50.5K 0.03% 201
2020
Q4 		$102K Sell
3,456
-1,460
-30% -$40.5K 0.02% 218
2020
Q3 		$132K Buy
4,916
+428
+10% +$12.2K 0.03% 197
2020
Q2 		$117K Sell
4,488
-7,456
-62% -$188K 0.03% 186
2020
Q1 		$284K Buy
11,944
+10,547
+755% +$319K 0.08% 114
2019
Q4 		$45K Buy
1,397
+18
+1% +$590 0.01% 216
2019
Q3 		$45K Buy
1,379
+1,279
+1,279% +$40.2K 0.01% 232
2019
Q2 		$3K Buy
+100
New +$3.28K ﹤0.01% 392
2018
Q2 		– Sell
-583
Closed -$19K – 441
2018
Q1 		$19K Hold
583
– – ﹤0.01% 272
2017
Q4 		$22K Buy
+583
New +$23.1K 0.01% 265

Other funds holding IRM

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Toth Financial Advisory's IRM Position: Q3 2026 in Review

Toth Financial Advisory reduced its Iron Mountain (IRM) stake by 2% in Q3 2026, selling an estimated $3K and leaving 1,204 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #267.

Toth Financial Advisory first reported a position in IRM in Q4 2017 and has held it in 32 quarters since. The position peaked at $284K in Q1 2020. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Toth Financial Advisory held 1,204 shares of Iron Mountain worth $134K as of Q3 2026.
  • Toth Financial Advisory sold 25 Iron Mountain shares in Q3 2026, an estimated $3K.
  • Iron Mountain made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #267 holding.
  • Toth Financial Advisory first reported a position in Iron Mountain in Q4 2017 and has held it in 32 quarters since.
  • Toth Financial Advisory's Iron Mountain position peaked at $284K in Q1 2020.
  • 45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.