Apriem Advisors’s Iron Mountain IRM Stock Holding History

Apriem Advisors’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	$204K	Buy	+2,000	New	+$199K	0.02%	180
2025 Q4	–	Sell	-2,007	Closed	-$205K	–	194
2025 Q3	$205K	Buy	2,007 +7	+0.4%	+$674	0.02%	188
2025 Q2	$205K	Buy	+2,000	New	+$189K	0.02%	183
2025 Q1	–	Sell	-3,000	Closed	-$315K	–	185
2024 Q4	$315K	Hold	3,000	–	–	0.04%	138
2024 Q3	$356K	Sell	3,000 -200	-6%	-$21.4K	0.04%	121
2024 Q2	$287K	Hold	3,200	–	–	0.04%	139
2024 Q1	$257K	Hold	3,200	–	–	0.03%	145
2023 Q4	$224K	Buy	+3,200	New	+$201K	0.03%	138
2022 Q2	–	Sell	-3,700	Closed	-$205K	–	148
2022 Q1	$205K	Buy	+3,700	New	+$176K	0.03%	143
2017 Q2	–	Sell	-42	Closed	-$1K	–	326
2017 Q1	$1K	Hold	42	–	–	﹤0.01%	631
2016 Q4	$1K	Hold	42	–	–	﹤0.01%	667
2016 Q3	$2K	Hold	42	–	–	﹤0.01%	542
2016 Q2	$2K	Hold	42	–	–	﹤0.01%	535
2016 Q1	$1K	Buy	+42	New	+$1.21K	﹤0.01%	555

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

Apriem Advisors's IRM Position: Q1 2026 in Review

Apriem Advisors opened a new position in Iron Mountain (IRM) in Q1 2026: 2,000 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: Apriem Advisors previously reported a position in IRM as recently as Q3 2025.

Apriem Advisors first reported a position in IRM in Q1 2016 and has held it in 14 quarters since. The position peaked at $356K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Apriem Advisors held 2,000 shares of Iron Mountain worth $204K as of Q1 2026.
Iron Mountain was a new Apriem Advisors position in Q1 2026.
Iron Mountain made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #180 holding.
Apriem Advisors first reported a position in Iron Mountain in Q1 2016 and has held it in 14 quarters since.
Apriem Advisors's Iron Mountain position peaked at $356K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.