AWM
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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
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

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

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

Activest Wealth Management reduced its Iron Mountain (IRM) stake by 15% in Q2 2026, selling an estimated $5.03K and leaving 229 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #360.

Activest Wealth Management first reported a position in IRM in Q3 2022 and has held it in 8 quarters since. The position peaked at $136K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Activest Wealth Management held 229 shares of Iron Mountain worth $28.9K as of Q2 2026.
  • Activest Wealth Management sold 41 Iron Mountain shares in Q2 2026, an estimated $5.03K.
  • Iron Mountain made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Activest Wealth Management first reported a position in Iron Mountain in Q3 2022 and has held it in 8 quarters since.
  • Activest Wealth Management's Iron Mountain position peaked at $136K in Q4 2022.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.