West Paces Advisors’s Iron Mountain IRM Stock Holding History

West Paces 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	$1.89K	Hold	17	–	–	﹤0.01%	583
2026 Q2	$2.15K	Buy	+17	New	+$2.08K	﹤0.01%	577
2024 Q1	–	Sell	-7	Closed	-$490	–	633
2023 Q4	$490	Buy	+7	New	+$439	﹤0.01%	562
2022 Q1	–	Sell	-113	Closed	-$5.91K	–	608
2021 Q4	$5.91K	Sell	113 -621	-85%	-$29.4K	﹤0.01%	415
2021 Q3	$31.9K	Hold	734	–	–	0.01%	246
2021 Q2	$31.1K	Buy	734 +113	+18%	+$4.74K	0.01%	242
2021 Q1	$23K	Hold	621	–	–	0.01%	253
2020 Q4	$18.3K	Hold	621	–	–	0.01%	257
2020 Q3	$16.6K	Hold	621	–	–	0.01%	259
2020 Q2	$16.2K	Hold	621	–	–	0.01%	265
2020 Q1	$14.8K	Hold	621	–	–	0.01%	265
2019 Q4	$19.8K	Hold	621	–	–	0.01%	274
2019 Q3	$20.1K	Hold	621	–	–	0.01%	257
2019 Q2	$19.4K	Hold	621	–	–	0.01%	250
2019 Q1	$22K	Hold	621	–	–	0.02%	242
2018 Q4	$20.1K	Hold	621	–	–	0.02%	245
2018 Q3	$21.4K	Hold	621	–	–	0.02%	246
2018 Q2	$21.7K	Hold	621	–	–	0.02%	249
2018 Q1	$20.4K	Sell	621 -590	-49%	-$19.9K	0.02%	240
2017 Q4	$45.7K	Hold	1,211	–	–	0.03%	183
2017 Q3	$47.1K	Hold	1,211	–	–	0.04%	179
2017 Q2	$41.6K	Hold	1,211	–	–	0.03%	182
2017 Q1	$43.2K	Sell	1,211 -59	-5%	-$2.09K	0.03%	178
2016 Q4	$41.2K	Buy	+1,270	New	+$42.2K	0.04%	191

Other funds holding IRM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

West Paces Advisors's IRM Position: Q3 2026 in Review

West Paces Advisors held its Iron Mountain (IRM) position steady in Q3 2026 at 17 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

West Paces Advisors first reported a position in IRM in Q4 2016 and has held it in 24 quarters since. The position peaked at $47.1K in Q3 2017. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

West Paces Advisors held 17 shares of Iron Mountain worth $1.89K as of Q3 2026.
West Paces Advisors left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #583 holding.
West Paces Advisors first reported a position in Iron Mountain in Q4 2016 and has held it in 24 quarters since.
West Paces Advisors's Iron Mountain position peaked at $47.1K in Q3 2017.
287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.