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Aptus Capital Advisors’s Iron Mountain IRM Stock Holding History

Aptus Capital 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 		$351K Sell
2,779
-14
-0.5% -$1.72K ﹤0.01% 891
2026
Q1 		$285K Sell
2,793
-1,207
-30% -$120K ﹤0.01% 894
2025
Q4 		$332K Buy
4,000
+200
+5% +$18.7K ﹤0.01% 862
2025
Q3 		$387K Sell
3,800
-3,649
-49% -$352K ﹤0.01% 773
2025
Q2 		$764K Sell
7,449
-298
-4% -$28.1K 0.01% 587
2025
Q1 		$667K Buy
7,747
+2,393
+45% +$231K 0.01% 582
2024
Q4 		$564K Buy
5,354
+2,661
+99% +$313K 0.01% 599
2024
Q3 		$320K Sell
2,693
-7
-0.3% -$749 ﹤0.01% 646
2024
Q2 		$242K Sell
2,700
-732
-21% -$59.2K ﹤0.01% 676
2024
Q1 		$275K Buy
+3,432
New +$248K 0.01% 655
2020
Q1 		– Sell
-73,209
Closed -$2.33M – 465
2019
Q4 		$2.33M Buy
+73,209
New +$2.4M 0.17% 139

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 $3.37T AUM 44.26% 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

Aptus Capital Advisors's IRM Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Iron Mountain (IRM) stake by 0.5% in Q2 2026, selling an estimated $1.72K and leaving 2,779 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Aptus Capital Advisors first reported a position in IRM in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.33M in Q4 2019. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Aptus Capital Advisors held 2,779 shares of Iron Mountain worth $351K as of Q2 2026.
  • Aptus Capital Advisors sold 14 Iron Mountain shares in Q2 2026, an estimated $1.72K.
  • Iron Mountain made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #891 holding.
  • Aptus Capital Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 11 quarters since.
  • Aptus Capital Advisors's Iron Mountain position peaked at $2.33M in Q4 2019.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.