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 Q2	$253K	Hold	2,000	–	–	0.02%	167
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Apriem Advisors's IRM Position: Q2 2026 in Review

Apriem Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 2,000 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #167.

Apriem Advisors first reported a position in IRM in Q1 2016 and has held it in 15 quarters since. The position peaked at $356K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Apriem Advisors held 2,000 shares of Iron Mountain worth $253K as of Q2 2026.
Apriem Advisors left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.02% of Apriem Advisors's portfolio in Q2 2026, its #167 holding.
Apriem Advisors first reported a position in Iron Mountain in Q1 2016 and has held it in 15 quarters since.
Apriem Advisors's Iron Mountain position peaked at $356K in Q3 2024.
1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.