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American Institute for Advanced Investment Management’s Iron Mountain IRM Stock Holding History

American Institute for Advanced Investment 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 		$356K Buy
2,815
+25
+0.9% +$3.06K 0.21% 119
2026
Q1 		$285K Sell
2,790
-1,880
-40% -$187K 0.18% 125
2025
Q4 		$387K Sell
4,670
-3,395
-42% -$318K 0.25% 99
2025
Q3 		$822K Sell
8,065
-1,180
-13% -$114K 0.54% 50
2025
Q2 		$948K Sell
9,245
-1,625
-15% -$153K 0.67% 41
2025
Q1 		$935K Buy
10,870
+670
+7% +$64.6K 0.71% 43
2024
Q4 		$1.07M Sell
10,200
-1,170
-10% -$137K 0.8% 37
2024
Q3 		$1.35M Sell
11,370
-20
-0.2% -$2.14K 0.97% 30
2024
Q2 		$1.02M Sell
11,390
-215
-2% -$17.4K 0.78% 39
2024
Q1 		$931K Buy
11,605
+750
+7% +$54.3K 0.74% 42
2023
Q4 		$760K Buy
10,855
+56
+0.5% +$3.51K 0.67% 45
2023
Q3 		$685K Sell
10,799
-656
-6% -$40.1K 0.64% 47
2023
Q2 		$651K Buy
11,455
+800
+8% +$43.8K 0.57% 50
2023
Q1 		$519K Sell
10,655
-750
-7% -$39.3K 0.55% 53
2022
Q4 		$569K Buy
11,405
+850
+8% +$42.9K 0.52% 55
2022
Q3 		$464K Buy
+10,555
New +$533K 0.43% 62

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

American Institute for Advanced Investment Management's IRM Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Iron Mountain (IRM) stake by 0.9% in Q2 2026, buying an estimated $3.06K and bringing the position to 2,815 shares worth $356K. The position accounts for 0.21% of the portfolio, ranked #119.

American Institute for Advanced Investment Management first reported a position in IRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.35M in Q3 2024. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • American Institute for Advanced Investment Management held 2,815 shares of Iron Mountain worth $356K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 25 Iron Mountain shares in Q2 2026, an estimated $3.06K.
  • Iron Mountain made up 0.21% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #119 holding.
  • American Institute for Advanced Investment Management first reported a position in Iron Mountain in Q3 2022 and has held it in 16 quarters since.
  • American Institute for Advanced Investment Management's Iron Mountain position peaked at $1.35M in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.