AWM
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Ameliora Wealth Management’s Iron Mountain IRM Stock Holding History

Ameliora 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 		$265K Sell
2,100
-1,000
-32% -$123K 0.08% 96
2026
Q1 		$317K Sell
3,100
-1,250
-29% -$124K 0.1% 87
2025
Q4 		$361K Hold
4,350
– – 0.11% 83
2025
Q3 		$443K Hold
4,350
– – 0.15% 73
2025
Q2 		$446K Buy
4,350
+1,000
+30% +$94.3K 0.16% 73
2025
Q1 		$288K Buy
3,350
+3,250
+3,250% +$313K 0.11% 81
2024
Q4 		$10.5K Hold
100
– – ﹤0.01% 209
2024
Q3 		$11.9K Hold
100
– – 0.01% 134
2024
Q2 		$8.96K Hold
100
– – ﹤0.01% 162
2024
Q1 		$8.02K Hold
100
– – ﹤0.01% 178
2023
Q4 		$7K Hold
100
– – ﹤0.01% 164
2023
Q3 		$5.95K Hold
100
– – ﹤0.01% 197
2023
Q2 		$5.68K Sell
100
-1,500
-94% -$82.1K ﹤0.01% 179
2023
Q1 		$84.7K Sell
1,600
-6,000
-79% -$314K 0.05% 111
2022
Q4 		$379K Sell
7,600
-4,500
-37% -$227K 0.2% 54
2022
Q3 		$549K Buy
+12,100
New +$611K 0.3% 49

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

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

Ameliora Wealth Management reduced its Iron Mountain (IRM) stake by 32% in Q2 2026, selling an estimated $123K and leaving 2,100 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #96.

Ameliora Wealth Management first reported a position in IRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $549K in Q3 2022. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ameliora Wealth Management held 2,100 shares of Iron Mountain worth $265K as of Q2 2026.
  • Ameliora Wealth Management sold 1,000 Iron Mountain shares in Q2 2026, an estimated $123K.
  • Iron Mountain made up 0.08% of Ameliora Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Ameliora Wealth Management first reported a position in Iron Mountain in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's Iron Mountain position peaked at $549K in Q3 2022.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.