Ameritas Advisory Services’s Iron Mountain IRM Stock Holding History

Ameritas Advisory 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	$557K	Buy	5,458 +1,672	+44%	+$166K	0.02%	544
2025 Q4	$314K	Buy	3,786 +3,213	+561%	+$301K	0.01%	748
2025 Q3	$58.4K	Sell	573 -2,050	-78%	-$197K	﹤0.01%	1020
2025 Q2	$269K	Sell	2,623 -1,558	-37%	-$147K	0.01%	655
2025 Q1	$371K	Buy	4,181 +89	+2%	+$8.58K	0.02%	642
2024 Q4	$430K	Buy	4,092 +214	+6%	+$25.1K	0.01%	629
2024 Q3	$461K	Sell	3,878 -67	-2%	-$7.17K	0.02%	561
2024 Q2	$354K	Sell	3,945 -5	-0.1%	-$405	0.01%	686
2024 Q1	$315K	Buy	+3,950	New	+$286K	0.01%	694
2023 Q4	–	Sell	-3,868	Closed	-$230K	–	771
2023 Q3	$230K	Buy	+3,868	New	+$236K	0.01%	709
2023 Q2	–	Sell	-2,144	Closed	-$116K	–	1551
2023 Q1	$116K	Buy	+2,144	New	+$112K	0.01%	947

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameritas Advisory Services's IRM Position: Q1 2026 in Review

Ameritas Advisory Services increased its Iron Mountain (IRM) stake by 44% in Q1 2026, buying an estimated $166K and bringing the position to 5,458 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #544.

Ameritas Advisory Services first reported a position in IRM in Q1 2023 and has held it in 11 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Ameritas Advisory Services held 5,458 shares of Iron Mountain worth $557K as of Q1 2026.
Ameritas Advisory Services bought 1,672 Iron Mountain shares in Q1 2026, an estimated $166K.
Iron Mountain made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #544 holding.
Ameritas Advisory Services first reported a position in Iron Mountain in Q1 2023 and has held it in 11 quarters since.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.