RAFFA WEALTH MANAGEMENT, LLC’s Iron Mountain IRM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5.43K	Buy	43 +6	+16%	+$736	﹤0.01%	574
2026 Q1	$3.78K	Hold	37	–	–	﹤0.01%	599
2025 Q4	$3.07K	Hold	37	–	–	﹤0.01%	628
2025 Q3	$3.77K	Buy	37 +6	+19%	+$578	﹤0.01%	545
2025 Q2	$3.18K	Hold	31	–	–	﹤0.01%	592
2025 Q1	$2.67K	Sell	31 -125	-80%	-$12K	﹤0.01%	565
2024 Q4	$16.4K	Buy	156 +117	+300%	+$13.7K	﹤0.01%	253
2024 Q3	$4.63K	Hold	39	–	–	﹤0.01%	435
2024 Q2	$3.5K	Hold	39	–	–	﹤0.01%	602
2024 Q1	$3.13K	Hold	39	–	–	﹤0.01%	595
2023 Q4	$2.73K	Hold	39	–	–	﹤0.01%	525
2023 Q3	$2.32K	Hold	39	–	–	﹤0.01%	541
2023 Q2	$2.22K	Hold	39	–	–	﹤0.01%	573
2023 Q1	$2.06K	Hold	39	–	–	﹤0.01%	598
2022 Q4	$1.94K	Hold	39	–	–	﹤0.01%	601
2022 Q3	$1.72K	Sell	39 -22	-36%	-$1.11K	﹤0.01%	643
2022 Q2	$2.97K	Buy	61 +22	+56%	+$1.16K	﹤0.01%	510
2022 Q1	$2.16K	Hold	39	–	–	﹤0.01%	623
2021 Q4	$2.04K	Sell	39 -4	-9%	-$189	﹤0.01%	652
2021 Q3	$1.87K	Buy	43 +4	+10%	+$180	﹤0.01%	633
2021 Q2	$1.65K	Sell	39 -502	-93%	-$21.1K	﹤0.01%	680
2021 Q1	$20K	Buy	541 +518	+2,252%	+$17.3K	0.01%	195
2020 Q4	$678	Hold	23	–	–	﹤0.01%	817
2020 Q3	$616	Hold	23	–	–	﹤0.01%	771
2020 Q2	$600	Hold	23	–	–	﹤0.01%	781
2020 Q1	$547	Hold	23	–	–	﹤0.01%	738
2019 Q4	$733	Sell	23 -2,142	-99%	-$70.2K	﹤0.01%	690
2019 Q3	$70.1K	Buy	+2,165	New	+$68K	0.03%	109
2019 Q2	–	Sell	-3,165	Closed	-$112K	–	1050
2019 Q1	$112K	Buy	3,165 +1,071	+51%	+$37.8K	0.05%	80
2018 Q4	$67.9K	Sell	2,094 -1,393	-40%	-$45.7K	0.03%	112
2018 Q3	$120K	Buy	3,487 +1,071	+44%	+$38.2K	0.04%	98
2018 Q2	$84.6K	Buy	2,416 +2,393	+10,404%	+$80.8K	0.03%	97
2018 Q1	$756	Buy	+23	New	+$775	﹤0.01%	693

Other funds holding IRM

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

RAFFA WEALTH MANAGEMENT, LLC's IRM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Iron Mountain (IRM) stake by 16% in Q2 2026, buying an estimated $736 and bringing the position to 43 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IRM in Q1 2018 and has held it in 33 quarters since. The position peaked at $120K in Q3 2018. 344 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 43 shares of Iron Mountain worth $5.43K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 6 Iron Mountain shares in Q2 2026, an estimated $736.
Iron Mountain made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #574 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Iron Mountain in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Iron Mountain position peaked at $120K in Q3 2018.
344 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.