Advisors Management Group
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Advisors Management Group’s Iron Mountain IRM Stock Holding History

Advisors Management Group’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 		$452K Sell
4,077
-154
-4% -$18.4K 0.08% 112
2026
Q2 		$534K Sell
4,231
-74
-2% -$9.07K 0.09% 103
2026
Q1 		$439K Buy
4,305
+1,268
+42% +$126K 0.08% 117
2025
Q4 		$252K Hold
3,037
– – 0.05% 138
2025
Q3 		$310K Sell
3,037
-222
-7% -$21.4K 0.05% 128
2025
Q2 		$334K Sell
3,259
-50
-2% -$4.71K 0.06% 117
2025
Q1 		$285K Hold
3,309
– – 0.06% 126
2024
Q4 		$348K Hold
3,309
– – 0.08% 117
2024
Q3 		$393K Hold
3,309
– – 0.09% 111
2024
Q2 		$297K Sell
3,309
-240
-7% -$19.4K 0.07% 126
2024
Q1 		$285K Buy
3,549
+240
+7% +$17.4K 0.07% 128
2023
Q4 		$232K Sell
3,309
-189
-5% -$11.9K 0.06% 136
2023
Q3 		$208K Sell
3,498
-99
-3% -$6.05K 0.06% 132
2023
Q2 		$204K Buy
+3,597
New +$197K 0.06% 137
2023
Q1 		– Sell
-5,148
Closed -$257K – 145
2022
Q4 		$257K Buy
5,148
+62
+1% +$3.13K 0.1% 112
2022
Q3 		$224K Sell
5,086
-62
-1% -$3.13K 0.09% 116
2022
Q2 		$251K Sell
5,148
-56
-1% -$2.95K 0.09% 113
2022
Q1 		$288K Hold
5,204
– – 0.1% 104
2021
Q4 		$272K Buy
5,204
+1
+0% +$47 0.08% 111
2021
Q3 		$226K Buy
5,203
+1
+0% +$45 0.07% 116
2021
Q2 		$220K Buy
+5,202
New +$218K 0.07% 121

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Advisors Management Group's IRM Position: Q3 2026 in Review

Advisors Management Group reduced its Iron Mountain (IRM) stake by 3.6% in Q3 2026, selling an estimated $18.4K and leaving 4,077 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #112.

Advisors Management Group first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $534K in Q2 2026. 617 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Advisors Management Group held 4,077 shares of Iron Mountain worth $452K as of Q3 2026.
  • Advisors Management Group sold 154 Iron Mountain shares in Q3 2026, an estimated $18.4K.
  • Iron Mountain made up 0.08% of Advisors Management Group's portfolio in Q3 2026, its #112 holding.
  • Advisors Management Group first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • Advisors Management Group's Iron Mountain position peaked at $534K in Q2 2026.
  • 617 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Advisors Management Group's 13F filing for Q3 2026, filed 5 Nov 2026.