AR Asset Management’s Iron Mountain IRM Stock Holding History

AR Asset 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	$16.5M	Hold	130,600	–	–	3.02%	8
2026 Q1	$13.3M	Hold	130,600	–	–	2.58%	9
2025 Q4	$10.8M	Hold	130,600	–	–	2.21%	11
2025 Q3	$13.3M	Hold	130,600	–	–	2.81%	8
2025 Q2	$13.4M	Hold	130,600	–	–	2.98%	5
2025 Q1	$11.2M	Hold	130,600	–	–	2.55%	9
2024 Q4	$13.7M	Hold	130,600	–	–	3.11%	4
2024 Q3	$15.5M	Hold	130,600	–	–	3.45%	3
2024 Q2	$11.7M	Hold	130,600	–	–	2.82%	7
2024 Q1	$10.5M	Hold	130,600	–	–	2.55%	8
2023 Q4	$9.14M	Hold	130,600	–	–	2.4%	10
2023 Q3	$7.76M	Sell	130,600 -1,000	-0.8%	-$61.1K	2.18%	10
2023 Q2	$7.48M	Hold	131,600	–	–	2.01%	15
2023 Q1	$6.96M	Hold	131,600	–	–	1.87%	14
2022 Q4	$6.56M	Hold	131,600	–	–	1.86%	16
2022 Q3	$5.79M	Hold	131,600	–	–	1.73%	17
2022 Q2	$6.41M	Hold	131,600	–	–	1.81%	17
2022 Q1	$7.29M	Hold	131,600	–	–	1.84%	15
2021 Q4	$6.89M	Hold	131,600	–	–	1.75%	18
2021 Q3	$5.72M	Buy	131,600 +3,000	+2%	+$135K	1.6%	20
2021 Q2	$5.44M	Hold	128,600	–	–	1.52%	21
2021 Q1	$4.76M	Buy	128,600 +68,900	+115%	+$2.3M	1.42%	24
2020 Q4	$1.76M	Sell	59,700 -34,300	-36%	-$952K	0.57%	45
2020 Q3	$2.52M	Buy	94,000 +57,000	+154%	+$1.62M	0.88%	37
2020 Q2	$966K	Hold	37,000	–	–	0.37%	62
2020 Q1	$881K	Buy	+37,000	New	+$1.12M	0.36%	64

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

AR Asset Management's IRM Position: Q2 2026 in Review

AR Asset Management held its Iron Mountain (IRM) position steady in Q2 2026 at 130,600 shares worth $16.5M. The position accounts for 3.02% of the portfolio, ranked #8.

AR Asset Management first reported a position in IRM in Q1 2020 and has held it in 26 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

AR Asset Management held 130,600 shares of Iron Mountain worth $16.5M as of Q2 2026.
AR Asset Management left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 3.02% of AR Asset Management's portfolio in Q2 2026, its #8 holding.
AR Asset Management first reported a position in Iron Mountain in Q1 2020 and has held it in 26 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on AR Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.