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AE Wealth Management’s Iron Mountain IRM Stock Holding History

AE 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 		$562K Sell
5,506
-2,739
-33% -$272K ﹤0.01% 1052
2025
Q4 		$684K Sell
8,245
-5,321
-39% -$498K ﹤0.01% 930
2025
Q3 		$1.38M Buy
13,566
+504
+4% +$48.6K 0.01% 671
2025
Q2 		$1.34M Buy
13,062
+942
+8% +$88.8K 0.01% 643
2025
Q1 		$1.04M Sell
12,120
-4,686
-28% -$452K 0.01% 696
2024
Q4 		$1.77M Sell
16,806
-10,923
-39% -$1.28M 0.02% 560
2024
Q3 		$3.3M Buy
27,729
+9,723
+54% +$1.04M 0.03% 419
2024
Q2 		$1.61M Buy
18,006
+6,611
+58% +$535K 0.02% 582
2024
Q1 		$914K Sell
11,395
-40,397
-78% -$2.92M 0.01% 674
2023
Q4 		$3.5M Sell
51,792
-3,085
-6% -$194K 0.02% 710
2023
Q3 		$3.26M Buy
54,877
+2,442
+5% +$149K 0.02% 679
2023
Q2 		$2.98M Sell
52,435
-3,782
-7% -$207K 0.02% 712
2023
Q1 		$2.97M Buy
56,217
+116
+0.2% +$6.08K 0.02% 667
2022
Q4 		$2.8M Buy
56,101
+5,830
+12% +$294K 0.02% 634
2022
Q3 		$2.21M Buy
50,271
+3,045
+6% +$154K 0.02% 664
2022
Q2 		$2.3M Buy
47,226
+2,961
+7% +$156K 0.02% 624
2022
Q1 		$2.45M Buy
44,265
+5,391
+14% +$257K 0.02% 649
2021
Q4 		$2.03M Sell
38,874
-942
-2% -$44.5K 0.01% 695
2021
Q3 		$1.73M Buy
39,816
+2,838
+8% +$128K 0.01% 689
2021
Q2 		$1.56M Buy
36,978
+834
+2% +$35K 0.01% 708
2021
Q1 		$1.34M Sell
36,144
-4,096
-10% -$137K 0.01% 686
2020
Q4 		$1.19M Sell
40,240
-2,339
-5% -$64.9K 0.01% 663
2020
Q3 		$1.14M Sell
42,579
-36,218
-46% -$1.03M 0.02% 598
2020
Q2 		$2.06M Sell
78,797
-12,911
-14% -$326K 0.03% 402
2020
Q1 		$2.18M Sell
91,708
-56,187
-38% -$1.7M 0.05% 291
2019
Q4 		$4.71M Buy
147,895
+29,805
+25% +$977K 0.1% 186
2019
Q3 		$3.83M Buy
118,090
+11,065
+10% +$348K 0.11% 176
2019
Q2 		$3.35M Buy
+107,025
New +$3.51M 0.1% 167

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

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

AE Wealth Management reduced its Iron Mountain (IRM) stake by 33% in Q1 2026, selling an estimated $272K and leaving 5,506 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

AE Wealth Management first reported a position in IRM in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.71M in Q4 2019. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • AE Wealth Management held 5,506 shares of Iron Mountain worth $562K as of Q1 2026.
  • AE Wealth Management sold 2,739 Iron Mountain shares in Q1 2026, an estimated $272K.
  • Iron Mountain made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1052 holding.
  • AE Wealth Management first reported a position in Iron Mountain in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's Iron Mountain position peaked at $4.71M in Q4 2019.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

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