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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
Q2 		$1.22M Sell
9,624
-76
-0.8% -$9.32K 0.01% 657
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 $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

Apollon Wealth Management's IRM Position: Q2 2026 in Review

Apollon Wealth Management reduced its Iron Mountain (IRM) stake by 0.78% in Q2 2026, selling an estimated $9.32K and leaving 9,624 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #657.

Apollon Wealth Management first reported a position in IRM in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.3M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Apollon Wealth Management held 9,624 shares of Iron Mountain worth $1.22M as of Q2 2026.
  • Apollon Wealth Management sold 76 Iron Mountain shares in Q2 2026, an estimated $9.32K.
  • Iron Mountain made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #657 holding.
  • Apollon Wealth Management first reported a position in Iron Mountain in Q2 2020 and has held it in 19 quarters since.
  • Apollon Wealth Management's Iron Mountain position peaked at $2.3M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.