AWM
IRM icon

Aberdeen Wealth Management’s Iron Mountain IRM Stock Holding History

Aberdeen Wealth Management’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
Q2 		$179K Sell
1,421
-1,224
-46% -$150K 0.09% 133
2026
Q1 		$270K Hold
2,645
– – 0.12% 133
2025
Q4 		$219K Hold
2,645
– – 0.1% 144
2025
Q3 		$270K Hold
2,645
– – 0.17% 126
2025
Q2 		$271K Hold
2,645
– – 0.18% 121
2025
Q1 		$228K Hold
2,645
– – 0.16% 133
2024
Q4 		$278K Hold
2,645
– – 0.19% 119
2024
Q3 		$314K Sell
2,645
-232
-8% -$24.8K 0.21% 116
2024
Q2 		$258K Hold
2,877
– – 0.17% 133
2024
Q1 		$231K Buy
+2,877
New +$208K 0.13% 139

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Wealth Management's IRM Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Iron Mountain (IRM) stake by 46% in Q2 2026, selling an estimated $150K and leaving 1,421 shares worth $179K. The position accounts for 0.09% of the portfolio, ranked #133.

Aberdeen Wealth Management first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $314K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Aberdeen Wealth Management held 1,421 shares of Iron Mountain worth $179K as of Q2 2026.
  • Aberdeen Wealth Management sold 1,224 Iron Mountain shares in Q2 2026, an estimated $150K.
  • Iron Mountain made up 0.09% of Aberdeen Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Aberdeen Wealth Management first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • Aberdeen Wealth Management's Iron Mountain position peaked at $314K in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.