AWM
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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
Q2 		$532K Sell
4,210
-1,296
-24% -$159K ﹤0.01% 1196
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 $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

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

AE Wealth Management reduced its Iron Mountain (IRM) stake by 24% in Q2 2026, selling an estimated $159K and leaving 4,210 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

AE Wealth Management first reported a position in IRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.71M in Q4 2019. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • AE Wealth Management held 4,210 shares of Iron Mountain worth $532K as of Q2 2026.
  • AE Wealth Management sold 1,296 Iron Mountain shares in Q2 2026, an estimated $159K.
  • Iron Mountain made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1196 holding.
  • AE Wealth Management first reported a position in Iron Mountain in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Iron Mountain position peaked at $4.71M in Q4 2019.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.