Aprio Wealth Management
IRM icon

Aprio Wealth Management’s Iron Mountain IRM Stock Holding History

Aprio 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
Q3 		$789K Buy
7,114
+415
+6% +$49.7K 0.04% 304
2026
Q2 		$846K Buy
6,699
+320
+5% +$39.2K 0.04% 266
2026
Q1 		$652K Buy
6,379
+994
+18% +$98.9K 0.04% 283
2025
Q4 		$447K Buy
5,385
+2,832
+111% +$265K 0.03% 342
2025
Q3 		$260K Sell
2,553
-797
-24% -$76.8K 0.03% 361
2025
Q2 		$344K Buy
+3,350
New +$316K 0.04% 253

Other funds holding IRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Aprio Wealth Management's IRM Position: Q3 2026 in Review

Aprio Wealth Management increased its Iron Mountain (IRM) stake by 6.2% in Q3 2026, buying an estimated $49.7K and bringing the position to 7,114 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #304.

Aprio Wealth Management first reported a position in IRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $846K in Q2 2026. 472 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Aprio Wealth Management held 7,114 shares of Iron Mountain worth $789K as of Q3 2026.
  • Aprio Wealth Management bought 415 Iron Mountain shares in Q3 2026, an estimated $49.7K.
  • Iron Mountain made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #304 holding.
  • Aprio Wealth Management first reported a position in Iron Mountain in Q2 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's Iron Mountain position peaked at $846K in Q2 2026.
  • 472 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.