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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
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 $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

American Investment Services's IRM Position: Q1 2026 in Review

American Investment Services increased its Iron Mountain (IRM) stake by 6.5% in Q1 2026, buying an estimated $20K and bringing the position to 3,304 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #109.

American Investment Services first reported a position in IRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $369K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • American Investment Services held 3,304 shares of Iron Mountain worth $337K as of Q1 2026.
  • American Investment Services bought 201 Iron Mountain shares in Q1 2026, an estimated $20K.
  • Iron Mountain made up 0.08% of American Investment Services's portfolio in Q1 2026, its #109 holding.
  • American Investment Services first reported a position in Iron Mountain in Q2 2024 and has held it in 8 quarters since.
  • American Investment Services's Iron Mountain position peaked at $369K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.