Westfuller Advisors’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
$15.2K Sell
120
-27
-18% -$3.31K 0.01% 416
2026
Q1
$15.1K Buy
147
+29
+25% +$2.88K 0.01% 382
2025
Q4
$9.93K Sell
118
-1
-0.8% -$94 ﹤0.01% 471
2025
Q3
$12.2K Buy
+119
New +$11.5K 0.01% 432

Other funds holding IRM

Westfuller Advisors's IRM Position: Q2 2026 in Review

Westfuller Advisors reduced its Iron Mountain (IRM) stake by 18% in Q2 2026, selling an estimated $3.31K and leaving 120 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #416.

Westfuller Advisors first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Westfuller Advisors held 120 shares of Iron Mountain worth $15.2K as of Q2 2026.
  • Westfuller Advisors sold 27 Iron Mountain shares in Q2 2026, an estimated $3.31K.
  • Iron Mountain made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #416 holding.
  • Westfuller Advisors first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.