AIS
IRM icon

American Investment Services’s Iron Mountain IRM Stock Holding History

American Investment Services’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 		$417K Hold
3,304
– – 0.09% 107
2026
Q1 		$337K Buy
3,304
+201
+6% +$20K 0.08% 109
2025
Q4 		$257K Hold
3,103
– – 0.06% 121
2025
Q3 		$316K Hold
3,103
– – 0.08% 111
2025
Q2 		$318K Hold
3,103
– – 0.08% 112
2025
Q1 		$267K Hold
3,103
– – 0.05% 144
2024
Q4 		$326K Hold
3,103
– – 0.06% 131
2024
Q3 		$369K Hold
3,103
– – 0.06% 122
2024
Q2 		$278K Buy
+3,103
New +$251K 0.05% 134

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 $3.38T AUM 44.17% 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

American Investment Services's IRM Position: Q2 2026 in Review

American Investment Services held its Iron Mountain (IRM) position steady in Q2 2026 at 3,304 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #107.

American Investment Services first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • American Investment Services held 3,304 shares of Iron Mountain worth $417K as of Q2 2026.
  • American Investment Services left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.09% of American Investment Services's portfolio in Q2 2026, its #107 holding.
  • American Investment Services first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.