West Wealth Group’s Iron Mountain IRM Stock Holding History

West Wealth Group’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	$608K	Hold	5,479	–	–	0.09%	70
2026 Q2	$692K	Sell	5,479 -386	-7%	-$47.3K	0.11%	65
2026 Q1	$599K	Buy	5,865 +15	+0.3%	+$1.49K	0.12%	65
2025 Q4	$485K	Buy	5,850 +299	+5%	+$28K	0.1%	67
2025 Q3	$587K	Buy	5,551 +51	+0.9%	+$4.91K	0.13%	56
2025 Q2	$495K	Hold	5,500	–	–	0.12%	56
2025 Q1	$478K	Buy	5,500 +500	+10%	+$48.2K	0.14%	53
2024 Q4	$526K	Hold	5,000	–	–	0.16%	46
2024 Q3	$594K	Hold	5,000	–	–	0.19%	39
2024 Q2	$448K	Hold	5,000	–	–	0.16%	52
2024 Q1	$401K	Hold	5,000	–	–	0.15%	54
2023 Q4	$350K	Hold	5,000	–	–	0.14%	60
2023 Q3	$297K	Hold	5,000	–	–	0.13%	57
2023 Q2	$284K	Hold	5,000	–	–	0.12%	53
2023 Q1	$265K	Hold	5,000	–	–	0.12%	49
2022 Q4	$249K	Hold	5,000	–	–	0.12%	56
2022 Q3	$219K	Hold	5,000	–	–	0.11%	54
2022 Q2	$243K	Hold	5,000	–	–	0.11%	55
2022 Q1	$277K	Hold	5,000	–	–	0.11%	50
2021 Q4	$261K	Buy	+5,000	New	+$236K	0.1%	47

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 Wealth Group's IRM Position: Q3 2026 in Review

West Wealth Group held its Iron Mountain (IRM) position steady in Q3 2026 at 5,479 shares worth $608K. The position accounts for 0.09% of the portfolio, ranked #70.

West Wealth Group first reported a position in IRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $692K in Q2 2026. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

West Wealth Group held 5,479 shares of Iron Mountain worth $608K as of Q3 2026.
West Wealth Group left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up 0.09% of West Wealth Group's portfolio in Q3 2026, its #70 holding.
West Wealth Group first reported a position in Iron Mountain in Q4 2021 and has held it in 20 quarters since.
West Wealth Group's Iron Mountain position peaked at $692K in Q2 2026.
287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.