AWM
IRM icon

Abound Wealth Management’s Iron Mountain IRM Stock Holding History

Abound 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 		$90.1K Sell
713
-35
-5% -$4.29K 0.02% 178
2026
Q1 		$76.4K Hold
748
– – 0.02% 182
2025
Q4 		$62.1K Hold
748
– – 0.01% 200
2025
Q3 		$76.3K Hold
748
– – 0.02% 169
2025
Q2 		$76.8K Hold
748
– – 0.02% 154
2025
Q1 		$64.4K Sell
748
-13
-2% -$1.25K 0.02% 158
2024
Q4 		$80K Buy
761
+14
+2% +$1.65K 0.03% 128
2024
Q3 		$88.8K Hold
747
– – 0.03% 116
2024
Q2 		$67K Sell
747
-12
-2% -$971 0.02% 120
2024
Q1 		$60.9K Hold
759
– – 0.02% 130
2023
Q4 		$53.1K Sell
759
-46
-6% -$2.89K 0.02% 139
2023
Q3 		$47.8K Buy
805
+1
+0.1% +$61 0.02% 137
2023
Q2 		$45.7K Buy
804
+11
+1% +$602 0.02% 143
2023
Q1 		$42K Hold
793
– – 0.02% 140
2022
Q4 		$39.6K Buy
793
+15
+2% +$757 0.02% 133
2022
Q3 		$34.2K Buy
+778
New +$39.3K 0.02% 148

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

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

Abound Wealth Management reduced its Iron Mountain (IRM) stake by 4.7% in Q2 2026, selling an estimated $4.29K and leaving 713 shares worth $90.1K. The position accounts for 0.02% of the portfolio, ranked #178.

Abound Wealth Management first reported a position in IRM in Q3 2022 and has held it in 16 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Abound Wealth Management held 713 shares of Iron Mountain worth $90.1K as of Q2 2026.
  • Abound Wealth Management sold 35 Iron Mountain shares in Q2 2026, an estimated $4.29K.
  • Iron Mountain made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Abound Wealth Management first reported a position in Iron Mountain in Q3 2022 and has held it in 16 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.