Wealth Enhancement Advisory Services
IRM icon

Wealth Enhancement Advisory Services’s Iron Mountain IRM Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.88M Buy
61,836
+8,425
+16% +$1.03M 0.01% 838
2026
Q1 		$5.09M Sell
53,411
-1,173
-2% -$117K 0.01% 893
2025
Q4 		$4.64M Buy
54,584
+5,565
+11% +$521K 0.01% 1057
2025
Q3 		$5.19M Sell
49,019
-1,231
-2% -$119K 0.01% 927
2025
Q2 		$5.06M Buy
50,250
+1,164
+2% +$110K 0.01% 893
2025
Q1 		$4.22M Sell
49,086
-2,788
-5% -$269K 0.01% 891
2024
Q4 		$5.45M Buy
51,874
+9,937
+24% +$1.17M 0.01% 770
2024
Q3 		$4.98M Sell
41,937
-71,761
-63% -$7.68M 0.01% 722
2024
Q2 		$10.2M Buy
113,698
+7,415
+7% +$600K 0.02% 483
2024
Q1 		$8.52M Sell
106,283
-9,905
-9% -$717K 0.02% 520
2023
Q4 		$8.13M Sell
116,188
-5,494
-5% -$345K 0.02% 483
2023
Q3 		$7.23M Buy
+121,682
New +$7.44M 0.02% 487

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's IRM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Iron Mountain (IRM) stake by 16% in Q2 2026, buying an estimated $1.03M and bringing the position to 61,836 shares worth $6.88M. The position accounts for 0.01% of the portfolio, ranked #838.

Wealth Enhancement Advisory Services first reported a position in IRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q2 2024. 222 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 61,836 shares of Iron Mountain worth $6.88M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,425 Iron Mountain shares in Q2 2026, an estimated $1.03M.
  • Iron Mountain made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #838 holding.
  • Wealth Enhancement Advisory Services first reported a position in Iron Mountain in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Iron Mountain position peaked at $10.2M in Q2 2024.
  • 222 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.