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Trust Investment Advisors’s Iron Mountain IRM Stock Holding History

Trust Investment 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 		$1.91M Buy
15,117
+1,162
+8% +$142K 0.91% 28
2026
Q1 		$1.43M Sell
13,955
-3,356
-19% -$334K 0.83% 39
2025
Q4 		$1.44M Sell
17,311
-17
-0.1% -$1.59K 0.76% 43
2025
Q3 		$1.77M Buy
17,328
+247
+1% +$23.8K 0.99% 30
2025
Q2 		$1.75M Sell
17,081
-1,338
-7% -$126K 1.06% 26
2025
Q1 		$1.58M Buy
18,419
+256
+1% +$24.7K 1.02% 34
2024
Q4 		$1.91M Buy
18,163
+1,860
+11% +$219K 1.22% 21
2024
Q3 		$1.94M Sell
16,303
-2,606
-14% -$279K 1.23% 20
2024
Q2 		$1.69M Sell
18,909
-464
-2% -$37.6K 1.08% 25
2024
Q1 		$1.55M Sell
19,373
-166
-0.8% -$12K 1.12% 27
2023
Q4 		$1.37M Sell
19,539
-33
-0.2% -$2.07K 1.07% 32
2023
Q3 		$1.16M Sell
19,572
-894
-4% -$54.6K 1% 38
2023
Q2 		$1.16M Buy
20,466
+32
+0.2% +$1.75K 0.94% 45
2023
Q1 		$1.08M Sell
20,434
-475
-2% -$24.9K 0.97% 46
2022
Q4 		$1.04M Sell
20,909
-318
-1% -$16.1K 0.98% 46
2022
Q3 		$933K Buy
21,227
+12
+0.1% +$606 0.97% 48
2022
Q2 		$1.03M Sell
21,215
-556
-3% -$29.3K 0.99% 45
2022
Q1 		$1.21M Buy
21,771
+328
+2% +$15.6K 0.98% 46
2021
Q4 		$1.12M Buy
21,443
+1,257
+6% +$59.4K 0.88% 51
2021
Q3 		$877K Sell
20,186
-123
-0.6% -$5.54K 0.78% 58
2021
Q2 		$859K Buy
20,309
+869
+4% +$36.4K 0.76% 58
2021
Q1 		$719K Sell
19,440
-65
-0.3% -$2.17K 0.71% 60
2020
Q4 		$575K Buy
19,505
+340
+2% +$9.43K 0.58% 64
2020
Q3 		$513K Buy
19,165
+1,400
+8% +$39.8K 0.6% 60
2020
Q2 		$464K Sell
17,765
-1,300
-7% -$32.8K 0.59% 64
2020
Q1 		$454K Buy
19,065
+4,550
+31% +$138K 0.75% 49
2019
Q4 		$463K Sell
14,515
-10,000
-41% -$328K 0.58% 65
2019
Q3 		$794K Sell
24,515
-900
-4% -$28.3K 1.03% 48
2019
Q2 		$795K Sell
25,415
-3,000
-11% -$98.3K 1% 50
2019
Q1 		$1.01M Buy
28,415
+575
+2% +$20.3K 1.19% 34
2018
Q4 		$902K Sell
27,840
-2,000
-7% -$65.6K 1.14% 36
2018
Q3 		$1.03M Buy
29,840
+700
+2% +$24.9K 1.06% 44
2018
Q2 		$1.02M Hold
29,140
– – 1.12% 42
2018
Q1 		$958K Sell
29,140
-2,400
-8% -$80.9K 1.1% 44
2017
Q4 		$1.19M Sell
31,540
-500
-2% -$19.8K 1.32% 32
2017
Q3 		$1.25M Sell
32,040
-5,050
-14% -$189K 1.41% 27
2017
Q2 		$1.27M Buy
37,090
+115
+0.3% +$4.02K 1.37% 26
2017
Q1 		$1.32M Buy
36,975
+9,300
+34% +$329K 1.42% 29
2016
Q4 		$899K Sell
27,675
-9,500
-26% -$316K 1.02% 47
2016
Q3 		$1.4M Sell
37,175
-2,600
-7% -$100K 1.59% 13
2016
Q2 		$1.58M Buy
+39,775
New +$1.45M 1.86% 9

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Trust Investment Advisors's IRM Position: Q2 2026 in Review

Trust Investment Advisors increased its Iron Mountain (IRM) stake by 8.3% in Q2 2026, buying an estimated $142K and bringing the position to 15,117 shares worth $1.91M. The position accounts for 0.91% of the portfolio, ranked #28.

Trust Investment Advisors first reported a position in IRM in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.94M in Q3 2024. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Trust Investment Advisors held 15,117 shares of Iron Mountain worth $1.91M as of Q2 2026.
  • Trust Investment Advisors bought 1,162 Iron Mountain shares in Q2 2026, an estimated $142K.
  • Iron Mountain made up 0.91% of Trust Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Trust Investment Advisors first reported a position in Iron Mountain in Q2 2016 and has held it in 41 quarters since.
  • Trust Investment Advisors's Iron Mountain position peaked at $1.94M in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.