Ameritas Advisory Services’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.38M Buy
18,870
+13,412
+246% +$1.64M 0.05% 326
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

Ameritas Advisory Services's IRM Position: Q2 2026 in Review

Ameritas Advisory Services increased its Iron Mountain (IRM) stake by 246% in Q2 2026, buying an estimated $1.64M and bringing the position to 18,870 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #326.

Ameritas Advisory Services first reported a position in IRM in Q1 2023 and has held it in 12 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ameritas Advisory Services held 18,870 shares of Iron Mountain worth $2.38M as of Q2 2026.
  • Ameritas Advisory Services bought 13,412 Iron Mountain shares in Q2 2026, an estimated $1.64M.
  • Iron Mountain made up 0.05% of Ameritas Advisory Services's portfolio in Q2 2026, its #326 holding.
  • Ameritas Advisory Services first reported a position in Iron Mountain in Q1 2023 and has held it in 12 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.