James T. Borello RIA
IRM icon

James T. Borello RIA’s Iron Mountain IRM Stock Holding History

James T. Borello RIA’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 		$15.5K Sell
140
-5
-3% -$599 ﹤0.01% 492
2026
Q2 		$18.3K Buy
145
+64
+79% +$7.85K ﹤0.01% 435
2026
Q1 		$8.27K Buy
81
+34
+72% +$3.38K ﹤0.01% 619
2025
Q4 		$3.9K Buy
47
+5
+12% +$468 ﹤0.01% 637
2025
Q3 		$4.28K Buy
+42
New +$4.05K ﹤0.01% 501

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's IRM Position: Q3 2026 in Review

James T. Borello RIA reduced its Iron Mountain (IRM) stake by 3.4% in Q3 2026, selling an estimated $599 and leaving 140 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

James T. Borello RIA first reported a position in IRM in Q3 2025 and has held it in 5 quarters since. The position peaked at $18.3K in Q2 2026. 226 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • James T. Borello RIA held 140 shares of Iron Mountain worth $15.5K as of Q3 2026.
  • James T. Borello RIA sold 5 Iron Mountain shares in Q3 2026, an estimated $599.
  • Iron Mountain made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #492 holding.
  • James T. Borello RIA first reported a position in Iron Mountain in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Iron Mountain position peaked at $18.3K in Q2 2026.
  • 226 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.