Turtle Creek Wealth Advisors’s Iron Mountain IRM Stock Holding History

Turtle Creek 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	$297K	Buy	2,348 +24	+1%	+$2.94K	0.02%	370
2026 Q1	$237K	Buy	+2,324	New	+$231K	0.02%	368
2025 Q4	–	Sell	-2,771	Closed	-$282K	–	403
2025 Q3	$282K	Buy	+2,771	New	+$267K	0.03%	288
2024 Q1	–	Sell	-60	Closed	-$4.2K	–	502
2023 Q4	$4.2K	Buy	+60	New	+$3.76K	﹤0.01%	678

Other funds holding IRM

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Turtle Creek Wealth Advisors's IRM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Iron Mountain (IRM) stake by 1% in Q2 2026, buying an estimated $2.94K and bringing the position to 2,348 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #370.

Turtle Creek Wealth Advisors first reported a position in IRM in Q4 2023 and has held it in 4 quarters since. 495 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Turtle Creek Wealth Advisors held 2,348 shares of Iron Mountain worth $297K as of Q2 2026.
Turtle Creek Wealth Advisors bought 24 Iron Mountain shares in Q2 2026, an estimated $2.94K.
Iron Mountain made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #370 holding.
Turtle Creek Wealth Advisors first reported a position in Iron Mountain in Q4 2023 and has held it in 4 quarters since.
495 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.