WESPAC Advisors’s Iron Mountain IRM Stock Holding History

WESPAC 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 Q3	$819K	Buy	7,386 +151	+2%	+$18.1K	0.41%	73
2026 Q2	$914K	Buy	+7,235	New	+$887K	0.45%	69
2023 Q4	–	Sell	-36,993	Closed	-$2.2M	–	160
2023 Q3	$2.2M	Buy	36,993 +1,439	+4%	+$87.9K	1.65%	10
2023 Q2	$2.02M	Sell	35,554 -1,913	-5%	-$105K	1.62%	14
2023 Q1	$1.98M	Buy	+37,467	New	+$1.96M	1.87%	14
2015 Q1	–	Sell	-49,951	Closed	-$1.93M	–	128
2014 Q4	$1.93M	Buy	+49,951	New	+$1.82M	1.35%	27

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WESPAC Advisors's IRM Position: Q3 2026 in Review

WESPAC Advisors increased its Iron Mountain (IRM) stake by 2.1% in Q3 2026, buying an estimated $18.1K and bringing the position to 7,386 shares worth $819K. The position accounts for 0.41% of the portfolio, ranked #73.

WESPAC Advisors first reported a position in IRM in Q4 2014 and has held it in 6 quarters since. The position peaked at $2.2M in Q3 2023. 428 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

WESPAC Advisors held 7,386 shares of Iron Mountain worth $819K as of Q3 2026.
WESPAC Advisors bought 151 Iron Mountain shares in Q3 2026, an estimated $18.1K.
Iron Mountain made up 0.41% of WESPAC Advisors's portfolio in Q3 2026, its #73 holding.
WESPAC Advisors first reported a position in Iron Mountain in Q4 2014 and has held it in 6 quarters since.
WESPAC Advisors's Iron Mountain position peaked at $2.2M in Q3 2023.
428 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.