WealthTrust Axiom’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.95M | Sell |
39,223
-161
| -0.4% | -$19.7K | 1.11% | 24 |
|
|
2026
Q1 | $4.02M | Buy |
39,384
+37
| +0.1% | +$3.68K | 0.99% | 26 |
|
|
2025
Q4 | $3.26M | Sell |
39,347
-3,011
| -7% | -$282K | 0.84% | 30 |
|
|
2025
Q3 | $4.32M | Sell |
42,358
-291
| -0.7% | -$28K | 1.16% | 22 |
|
|
2025
Q2 | $4.37M | Sell |
42,649
-2,568
| -6% | -$242K | 1.29% | 22 |
|
|
2025
Q1 | $3.89M | Sell |
45,217
-1,062
| -2% | -$102K | 1.18% | 22 |
|
|
2024
Q4 | $4.86M | Sell |
46,279
-2,142
| -4% | -$252K | 1.45% | 17 |
|
|
2024
Q3 | $5.75M | Sell |
48,421
-15,118
| -24% | -$1.62M | 1.7% | 9 |
|
|
2024
Q2 | $5.69M | Sell |
63,539
-2,944
| -4% | -$238K | 1.89% | 8 |
|
|
2024
Q1 | $5.33M | Sell |
66,483
-16,377
| -20% | -$1.19M | 1.72% | 13 |
|
|
2023
Q4 | $5.8M | Sell |
82,860
-24,096
| -23% | -$1.51M | 1.94% | 10 |
|
|
2023
Q3 | $6.36M | Sell |
106,956
-2,027
| -2% | -$124K | 2.29% | 10 |
|
|
2023
Q2 | $6.19M | Sell |
108,983
-26,759
| -20% | -$1.46M | 2.05% | 8 |
|
|
2023
Q1 | $7.18M | Sell |
135,742
-4,297
| -3% | -$225K | 2.45% | 9 |
|
|
2022
Q4 | $6.98M | Sell |
140,039
-3,524
| -2% | -$178K | 2.43% | 8 |
|
|
2022
Q3 | $6.31M | Sell |
143,563
-2,041
| -1% | -$103K | 2.41% | 9 |
|
|
2022
Q2 | $7.09M | Sell |
145,604
-20,411
| -12% | -$1.07M | 2.53% | 8 |
|
|
2022
Q1 | $9.2M | Sell |
166,015
-28,433
| -15% | -$1.35M | 2.87% | 4 |
|
|
2021
Q4 | $10.2M | Sell |
194,448
-13,058
| -6% | -$617K | 3.25% | 3 |
|
|
2021
Q3 | $9.02M | Sell |
207,506
-9,328
| -4% | -$420K | 3.05% | 2 |
|
|
2021
Q2 | $9.18M | Sell |
216,834
-792
| -0.4% | -$33.2K | 2.95% | 2 |
|
|
2021
Q1 | $8.05M | Sell |
217,626
-5,143
| -2% | -$172K | 2.72% | 3 |
|
|
2020
Q4 | $6.57M | Buy |
222,769
+4,306
| +2% | +$119K | 2.39% | 8 |
|
|
2020
Q3 | $5.85M | Sell |
218,463
-6,408
| -3% | -$182K | 2.52% | 7 |
|
|
2020
Q2 | $5.87M | Sell |
224,871
-4,840
| -2% | -$122K | 2.58% | 8 |
|
|
2020
Q1 | $5.47M | Sell |
229,711
-3,363
| -1% | -$102K | 2.68% | 7 |
|
|
2019
Q4 | $7.43M | Sell |
233,074
-629
| -0.3% | -$20.6K | 2.48% | 7 |
|
|
2019
Q3 | $7.57M | Sell |
233,703
-1,141
| -0.5% | -$35.8K | 2.67% | 4 |
|
|
2019
Q2 | $7.35M | Buy |
234,844
+19,975
| +9% | +$655K | 2.55% | 5 |
|
|
2019
Q1 | $7.62M | Buy |
214,869
+1,841
| +0.9% | +$65K | 2.71% | 5 |
|
|
2018
Q4 | $6.9M | Buy |
213,028
+28,964
| +16% | +$950K | 2.83% | 4 |
|
|
2018
Q3 | $6.35M | Buy |
184,064
+23,414
| +15% | +$834K | 2.14% | 10 |
|
|
2018
Q2 | $5.62M | Buy |
160,650
+93,650
| +140% | +$3.16M | 1.99% | 10 |
|
|
2018
Q1 | $2.2M | Buy |
+67,000
| New | +$2.26M | 0.8% | 37 |
|
Other funds holding IRM
WealthTrust Axiom's IRM Position: Q2 2026 in Review
WealthTrust Axiom reduced its Iron Mountain (IRM) stake by 0.41% in Q2 2026, selling an estimated $19.7K and leaving 39,223 shares worth $4.95M. The position accounts for 1.11% of the portfolio, ranked #24.
WealthTrust Axiom first reported a position in IRM in Q1 2018 and has held it in 34 quarters since. The position peaked at $10.2M in Q4 2021. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- WealthTrust Axiom held 39,223 shares of Iron Mountain worth $4.95M as of Q2 2026.
- WealthTrust Axiom sold 161 Iron Mountain shares in Q2 2026, an estimated $19.7K.
- Iron Mountain made up 1.11% of WealthTrust Axiom's portfolio in Q2 2026, its #24 holding.
- WealthTrust Axiom first reported a position in Iron Mountain in Q1 2018 and has held it in 34 quarters since.
- WealthTrust Axiom's Iron Mountain position peaked at $10.2M in Q4 2021.
- 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.