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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Wealth Management's IRM Position: Q1 2026 in Review

Aberdeen Wealth Management held its Iron Mountain (IRM) position steady in Q1 2026 at 2,645 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #133.

Aberdeen Wealth Management first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $314K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Aberdeen Wealth Management held 2,645 shares of Iron Mountain worth $270K as of Q1 2026.
  • Aberdeen Wealth Management left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up 0.12% of Aberdeen Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Aberdeen Wealth Management first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
  • Aberdeen Wealth Management's Iron Mountain position peaked at $314K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.