Activest Wealth Management’s Iron Mountain IRM Stock Holding History

Activest 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 Q3	$25.4K	Hold	229	–	–	﹤0.01%	382
2026 Q2	$28.9K	Sell	229 -41	-15%	-$5.03K	0.01%	360
2026 Q1	$27.6K	Buy	270 +43	+19%	+$4.28K	﹤0.01%	445
2025 Q4	$18.8K	Buy	227 +164	+260%	+$15.3K	﹤0.01%	535
2025 Q3	$6.42K	Buy	63 +46	+271%	+$4.43K	﹤0.01%	593
2025 Q2	$1.74K	Sell	17 -16	-48%	-$1.51K	﹤0.01%	706
2025 Q1	$2.84K	Buy	+33	New	+$3.18K	﹤0.01%	594
2023 Q1	–	Sell	-2,680	Closed	-$136K	–	425
2022 Q4	$136K	Buy	2,680 +2,280	+570%	+$115K	0.04%	113
2022 Q3	$18K	Buy	+400	New	+$20.2K	0.01%	262

Other funds holding IRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Activest Wealth Management's IRM Position: Q3 2026 in Review

Activest Wealth Management held its Iron Mountain (IRM) position steady in Q3 2026 at 229 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Activest Wealth Management first reported a position in IRM in Q3 2022 and has held it in 9 quarters since. The position peaked at $136K in Q4 2022. 666 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Activest Wealth Management held 229 shares of Iron Mountain worth $25.4K as of Q3 2026.
Activest Wealth Management left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #382 holding.
Activest Wealth Management first reported a position in Iron Mountain in Q3 2022 and has held it in 9 quarters since.
Activest Wealth Management's Iron Mountain position peaked at $136K in Q4 2022.
666 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.