AWM
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Apollon Wealth Management’s Iron Mountain IRM Stock Holding History

Apollon Wealth 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
Q1 		$991K Sell
9,700
-49
-0.5% -$4.87K 0.02% 610
2025
Q4 		$809K Sell
9,749
-761
-7% -$71.2K 0.01% 660
2025
Q3 		$1.07M Sell
10,510
-3,285
-24% -$316K 0.02% 544
2025
Q2 		$1.41M Buy
13,795
+217
+2% +$20.5K 0.03% 450
2025
Q1 		$1.17M Sell
13,578
-4,642
-25% -$447K 0.03% 464
2024
Q4 		$1.92M Sell
18,220
-1,122
-6% -$132K 0.04% 349
2024
Q3 		$2.3M Sell
19,342
-2,967
-13% -$317K 0.07% 273
2024
Q2 		$2M Sell
22,309
-355
-2% -$28.7K 0.06% 292
2024
Q1 		$1.82M Sell
22,664
-1,448
-6% -$105K 0.06% 315
2023
Q4 		$1.69M Buy
24,112
+1,862
+8% +$117K 0.06% 306
2023
Q3 		$1.32M Buy
22,250
+355
+2% +$21.7K 0.07% 290
2023
Q2 		$1.24M Sell
21,895
-1,916
-8% -$105K 0.06% 334
2023
Q1 		$1.26M Buy
23,811
+316
+1% +$16.6K 0.08% 270
2022
Q4 		$1.17M Buy
23,495
+18,169
+341% +$917K 0.08% 258
2022
Q3 		$234K Buy
5,326
+773
+17% +$39K 0.02% 679
2022
Q2 		$222K Buy
4,553
+839
+23% +$44.2K 0.02% 653
2022
Q1 		$206K Buy
+3,714
New +$177K 0.01% 686
2020
Q3 		– Sell
-150
Closed -$4K – 412
2020
Q2 		$4K Buy
+150
New +$3.79K ﹤0.01% 578

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

Apollon Wealth Management's IRM Position: Q1 2026 in Review

Apollon Wealth Management reduced its Iron Mountain (IRM) stake by 0.5% in Q1 2026, selling an estimated $4.87K and leaving 9,700 shares worth $991K. The position accounts for 0.02% of the portfolio, ranked #610.

Apollon Wealth Management first reported a position in IRM in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.3M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Apollon Wealth Management held 9,700 shares of Iron Mountain worth $991K as of Q1 2026.
  • Apollon Wealth Management sold 49 Iron Mountain shares in Q1 2026, an estimated $4.87K.
  • Iron Mountain made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #610 holding.
  • Apollon Wealth Management first reported a position in Iron Mountain in Q2 2020 and has held it in 18 quarters since.
  • Apollon Wealth Management's Iron Mountain position peaked at $2.3M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.