WealthPlan Investment Management’s Iron Mountain IRM Stock Holding History

WealthPlan Investment Management’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	$259K	Buy	+2,052	New	+$252K	0.01%	418

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

WealthPlan Investment Management's IRM Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Iron Mountain (IRM) in Q2 2026: 2,052 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings.

359 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

WealthPlan Investment Management held 2,052 shares of Iron Mountain worth $259K as of Q2 2026.
Iron Mountain was a new WealthPlan Investment Management position in Q2 2026.
Iron Mountain made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #418 holding.
359 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.