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TRUE Private Wealth Advisors’s Iron Mountain IRM Stock Holding History

TRUE Private 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 		$344K Hold
2,725
– – 0.03% 211
2026
Q1 		$278K Sell
2,725
-88
-3% -$8.75K 0.03% 224
2025
Q4 		$233K Sell
2,813
-174
-6% -$16.3K 0.02% 237
2025
Q3 		$304K Buy
2,987
+11
+0.4% +$1.06K 0.03% 208
2025
Q2 		$305K Buy
2,976
+107
+4% +$10.1K 0.03% 204
2025
Q1 		$247K Sell
2,869
-663
-19% -$63.9K 0.03% 208
2024
Q4 		$371K Hold
3,532
– – 0.05% 157
2024
Q3 		$420K Sell
3,532
-677
-16% -$72.4K 0.05% 136
2024
Q2 		$377K Sell
4,209
-110
-3% -$8.9K 0.04% 199
2024
Q1 		$346K Sell
4,319
-3
-0.1% -$217 0.04% 213
2023
Q4 		$302K Sell
4,322
-2
-0% -$125 0.04% 217
2023
Q3 		$257K Buy
4,324
+5
+0.1% +$306 0.04% 215
2023
Q2 		$245K Hold
4,319
– – 0.04% 203
2023
Q1 		$229K Sell
4,319
-6,246
-59% -$327K 0.03% 201
2022
Q4 		$527K Buy
10,565
+3
+0% +$151 0.08% 111
2022
Q3 		$464K Buy
10,562
+2
+0% +$101 0.07% 115
2022
Q2 		$514K Sell
10,560
-99
-0.9% -$5.21K 0.07% 119
2022
Q1 		$582K Sell
10,659
-711
-6% -$33.9K 0.08% 120
2021
Q4 		$595K Buy
11,370
+2
+0% +$95 0.08% 136
2021
Q3 		$500K Sell
11,368
-69,160
-86% -$3.11M 0.07% 143
2021
Q2 		$3.46M Sell
80,528
-17,350
-18% -$728K 0.51% 36
2021
Q1 		$3.68M Buy
97,878
+3,054
+3% +$102K 0.6% 26
2020
Q4 		$2.85M Sell
94,824
-1,882
-2% -$52.2K 0.48% 34
2020
Q3 		$2.65M Buy
96,706
+3,469
+4% +$98.7K 0.45% 35
2020
Q2 		$2.49M Buy
93,237
+646
+0.7% +$16.3K 0.46% 40
2020
Q1 		$2.21M Buy
92,591
+91,791
+11,474% +$2.78M 0.47% 41
2019
Q4 		$25K Buy
+800
New +$26.2K ﹤0.01% 454

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TRUE Private Wealth Advisors's IRM Position: Q2 2026 in Review

TRUE Private Wealth Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 2,725 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #211.

TRUE Private Wealth Advisors first reported a position in IRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.68M in Q1 2021. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • TRUE Private Wealth Advisors held 2,725 shares of Iron Mountain worth $344K as of Q2 2026.
  • TRUE Private Wealth Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • TRUE Private Wealth Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 27 quarters since.
  • TRUE Private Wealth Advisors's Iron Mountain position peaked at $3.68M in Q1 2021.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.